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Living Trust Administration Workshop 25-26

 Various
 
8.0
Registration is Open
Member Price
$329.00 Regular Registration
Your Price
$439.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 07/16/2025 from 9:00 am to 4:30 pm
 Wed, 07/16/2025 from 11:00 am to 6:30 pm
 Wed, 11/19/2025 from 9:00 am to 4:30 pm
 Wed, 11/19/2025 from 11:00 am to 6:30 pm
 Tue, 02/24/2026 from 9:00 am to 4:30 pm
 Tue, 02/24/2026 from 11:00 am to 6:30 pm
Designed For:

CPAs, attorneys and trust and estate planners.

Prerequisite:

General knowledge of income, estate and gift taxes

Gain hands-on knowledge while focusing on the trust administration process on the death of the single settlor and the first spouse in a joint settlor trust. In today's estate tax environment, with a change of the exemption in 2026, the answers to core questions concerning whether to file an estate tax return, make a portability election or make a QTIP election may surprise you. Learn what clauses to look for in the trust; when and how to make portability and QTIP elections; when to use the "Delaware Tax Trap" in place of QTIP election; how to educate the client concerning trust administration; and how to deal with assets outside the trust. Using checklists and forms, understand how to create a practical system for administering the living trust after death.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Determine: Proper steps for a particular trust administration and the related estate and income tax issues
  • Recognize: Tax, accounting, and funding issues in every administration and educating clients of the need of a trust administration and the importance of your role
  • Identify: Assets, provisions in estate plans and the affects on each particular administration and understanding that each administration is situational to the respective facts

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.