Format: Webinar

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Course/Product Description

Estate Planning And Trusts For CPAs

Format: Webinar

Estate Planning And Trusts For CPAs
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
  • Trusts
  • 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
Included Materials

All ACPEN courses include handouts that are available to download. Handouts typically include a version of the slides used by the presenter, as well as a full course manual or other materials.

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How To Get Your CPE Credits

In order to obtain CPE credit for viewing ACPEN webcasts, you must view the course during the scheduled date and time. Throughout the program, you will be prompted to save three attendance codes per hour. At the conclusion of the program, your CPE Certificate will be issued assuming all attendance codes have been saved and submitted. Detailed instructions for this process are included in the course introduction and in written form as part of course materials.
Licenses / Designations / Educational Credits: CPE
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:
Price: $225.00
More Info: Contact Us For More Information

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