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Trusts and Estate Planning Documents

Registration is Open
VSCPA Members
$79.00 Regular Registration
$99.00 Regular Registration

Which plan is appropriate for your client? Before you can make reasoned recommendations, you must have knowledge of trust types, features, and taxation so you can best educate and advise your clients. In addition to wills and trusts, this CPE course covers ancillary documents that are necessary to support the estate plan and the client, including: a durable power of attorney, the durable power of attorney for health care, and a living will. This course will ensure you understand these documents, what they seek to accomplish, and how they are put into practice.

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

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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.