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||CPAs, although not practicing law, need to understand the basics of estate and trust planning. As usually the first and most trusted planning professional for their clients, this knowledge is critical to fully serving them.
This course will cover the types and uses of the various planning alternatives and equip CPAs to advise clients and work with legal counsel to find the best solutions for the client.
Agenda / Covered 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
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|Licenses / Designations / Educational Credits:
All US States: 8
|About The Provider:
||The Accounting Continuing Professional Education Network (ACPEN) CPE network, sponsored by State CPA Societies in many states, is dedicated to bringing highly relevant, interactive, and world-class professional development and CPE courses to every CPA in the most convenient and economical ways possible.
ACPEN/The Business Professionals' Network, Inc. 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: www.nasbaregistry.org
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