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About
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.


This webinar offers 1 IRS CE/1 NASBA CPE Credits.
Price
$39.00
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.

Hosted By Tax Practice Pro
  • Tax Practice Pro webinar platform hosts Reading the Trust Instrument 2024
    Tax Practice Pro is a nationwide provider of live and webinar based Continuing Education. We help tax professionals grow. Learn more at TaxPracticePro.com
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Featured Presenters
  • Webinar hosting presenter

    Ruth A. Mattson

    Ruth advises individuals and families on estate planning and business planning opportunities, concentrating on international plans.

    Ruth’s work includes advising U.S. persons who hold foreign assets, helping U.S. persons to receive gifts in a...
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