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Trusts Part I: Identify Different Types of Trusts

Summary

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

Objectives

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

  • Identify different types of trusts.
  • Determine the type of a trust from the trust document.
  • Determine whether the trust is separate from the grantor.
  • Determine the overall income tax consequences of the trust.

Course Details

Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.




   

Presented by: Jaye Tritz, EA, CFP

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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