ACPEN Signature: 2019 Estate Planning and Trusts for CPAs

Friday, January 10, 2020
Webcast or Webinar, Online
2:00 PM - 10:00PM(opens at 1:30 PM) EST
8Credits
Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

Members
$225.00 Regular Price
Non-Members
$275.00 Regular Price
Course Type: Webcast
Course Code: 19/ACEPT15
Level: Update
Vendor: ACPEN
Field of Study: Taxes

Overview:

TBD

Objectives:

  • Estate Planning
  • Trusts

Major Topics:

Estate Planning

  • Deceased Spouse Unused Exemption (DSUE)
  • Lifetime Giving - Basis Carryover

Trust Planning

  • QTIP Trusts (Qualified Terminable Interest Property)

Life Estate Trusts

  • Electing Small Business Trust (ESBT)
  • Qualified Subchapter S Trusts (QSST) - Issues related to Foreigners

Effective Grantor Trusts

Revocable Grantor Trusts and Testamentary Trusts

Spendthrift Trust

Designed For:

Public Practitioners and Industry CPAs, EAs

Prerequisite:

None