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A Practical Guide to Trusts

 Various
 
8.0
Registration is Open
Member Price
$245.00 Regular Registration
Your Price
$295.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 07/17/2025 from 10:00 am to 6:00 pm
 Thu, 07/31/2025 from 12:00 pm to 8:00 pm
 Fri, 08/08/2025 from 10:00 am to 6:00 pm
 Thu, 08/28/2025 from 12:00 pm to 8:00 pm
 Wed, 09/17/2025 from 10:00 am to 6:00 pm
 Tue, 09/30/2025 from 12:00 pm to 8:00 pm
 Fri, 10/17/2025 from 10:00 am to 6:00 pm
 Thu, 10/30/2025 from 12:00 pm to 8:00 pm
 Mon, 11/17/2025 from 10:00 am to 6:00 pm
 Wed, 12/17/2025 from 10:00 am to 6:00 pm
Designed For:

CPAs, EAs, attorneys, bankers, and financial planners

Prerequisite:

None

This course provides financial professionals with a comprehensive understanding of trusts and their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals and explore strategies to maximize tax efficiency. The course covers various trust structures and their potential to reduce income, estate, and generation-skipping taxes at both federal and state levels. Additionally, it delves into trustee responsibilities and the benefits of irrevocable life insurance trusts and dynasty trusts.

With a focus on practical applications and real-world scenarios, this course equips CPAs, EAs, attorneys, bankers, and financial planners with the expertise to navigate probate avoidance, streamline asset distribution, and manage complex tax considerations. Whether working with revocable or irrevocable trusts, participants will gain the tools to enhance their clients' financial well-being across generations.

*Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to [email protected]

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

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Identify the responsibilities and duties of trustees in trust administration.
  • Apply trust strategies to help clients avoid probate and efficiently transfer assets.
  • Analyze the tax implications of revocable living trusts, including income, gift, and estate tax considerations.
  • Explain the role of marital deductions and evaluate the use of bypass trusts.
  • Determine when irrevocable trusts are beneficial for estate planning.
  • Assess the advantages and limitations of irrevocable life insurance trusts.
  • Describe the characteristics and benefits of dynasty trusts in multi-generational wealth planning.
  • Evaluate the effectiveness of estate planning tools such as GRIT, GRAT, GRUT, and QPRT.

 

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.