ACPEN Signature: 2019 Estate Planning and Trusts for CPAs

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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.

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Overview

8.0 Credits
ONLINE

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

Advanced Preparation

None