Trusts Part 1: Identifying Different Types and Terms Webinar


This webinar kicks off a four-part series focusing on trusts. There are several different types of trusts and many different terms are used interchangeably when naming trusts. Sometimes the name of a trust can be deceiving regarding the taxation of the income of the trust. The trust document is the key to determining how income of the trust will be taxed. Attend this webinar to introduce trust preparation to your tax practice.


Upon completion of this course, you will be able to:

  • Identify the different types of trusts
  • Analyze the trust document and identify the type of trust
  • Determine whether the trust is separate from the grantor
  • Summarize the overall income tax consequences of the trust

Course Details

Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.

This webinar includes the presentation slides, attendee top questions and access to the webinar recording.


Presented by: Jaye Tritz, EA, CFP®

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