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Reading the Trust Instrument 2024

date
June 18, 2024
|
3:00 pm
Credit
1 IRS CE/1 NASBA CPE Credits
Description

Review a sample revocable trust and a sample irrevocable trust, identifying tax provisions and reporting issues. This course teaches how to determine if a trust is revocable or irrevocable and how to identify current and future trustees. It reviews tax-related clauses, such as clauses that trigger grantor trust reporting and special clauses for S corporation shares held in trust.

Price
$39.00
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Meet Your Speakers

Ruth A. Mattson

,

LL.M, JD

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