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Course Description
An Accountant's Guide to Trusts
Consulting
(16
credits)
$189.95
Trusts are widely used in both financial and estate planning. This course provides CPAs with an overview of the rules governing the formation of trusts, the tax consequences of different trust vehicles, and the rules governing the administration of trusts. Specific topics include living trusts, spendthrift trusts, charitable trusts, and alternatives to trusts that can be used to achieve certain financial objectives.
Major
Subjects:
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Trusts: The Who, What and Why
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An Introduction to Estate Planning and Probate
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Estate and Gift Taxes
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Creation, Modification and Construction of Trusts
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Termination of Trusts and the Rights of Beneficiaries
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The Role and Responsibility of Trustees
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The Living Trust - Myth and Reality
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Spendthrift Trusts
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Generation-Skipping Trusts
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Estate-Planning Trusts
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Charitable Trusts
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Abusive Trusts
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Trust Alternatives: Conservatorship, Powers of Attorney and Life Insurance
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| Contributing
Author: |
Renee C. Nash
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| Course Level: |
Basic |
| Prerequisite: |
None |
| ProductCode: |
07AGTT |
| Format: |
NASBA QAS/Registry self-study |
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For licensing information, click on the Licensing Information
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