Understand the concept of a trust and the various types of trusts.
Advise clients on filing requirements for Forms 706 and 709.
Identify the elements of an estate and grantor trusts.
Minimize transfer taxes by incorporating exemptions and credits.
Understand statutory provisions that mandate or protect interests of a decedent’s spouse and/or children.
Key Topics
Types of trusts
Trustee powers
Recognition and realization of income
Elements of an estate
Taxation of Trusts and Estates
Basic concepts of estate planning
Who will it benefit?
CPAs, financial advisors, estate attorneys
$ 129.00
AICPA Member Price: $ 99.00
Course is unavailable for purchase.
NASBA Field of Study
Taxes
Level
Intermediate
CPE Credits
5.5
Prerequisites
None
Delivery Method
QAS Self-Study
Advance Preparation
None
Last Updated
06/02/2025
TSEETP_16A_2
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