This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language in the trust instrument to accomplish a certain tax result.
A foundation in estate and gift tax and a working knowledge of estate and trust income taxation
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
SU1641
Registration is open through 06/17.
1:00pm to 3:00pm
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June 14, 2024