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Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

 Various
 
4.0
Registration is Open
Member Price
$159.00 Regular Registration
Your Price
$167.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 07/23/2025 from 1:00 pm to 4:30 pm
 Wed, 08/27/2025 from 1:00 pm to 4:30 pm
 Wed, 09/24/2025 from 1:00 pm to 4:30 pm
 Tue, 10/21/2025 from 9:00 am to 12:30 pm
 Fri, 10/31/2025 from 1:30 pm to 5:00 pm
 Thu, 11/13/2025 from 1:30 pm to 5:00 pm
 Wed, 11/19/2025 from 1:30 pm to 5:00 pm
 Tue, 01/20/2026 from 1:30 pm to 5:00 pm
 Wed, 03/18/2026 from 9:00 am to 12:30 pm
 Currently available
Designed For:

Tax practitioners who advise clients on the benefits of establishing a trust

Prerequisite:

A basic understanding of simple trusts

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Advise individual clients on the benefits of using a trust to achieve their personal goals 
  • Save clients money in their estate planning

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.