Date: May 22, 2025
Time: 6 a.m. – 1:30 p.m. PT
$329.00
$439.00
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Gain hands-on knowledge while focusing on the trust administration process on the death of the single settlor and the first spouse in a joint settlor trust. In today's estate tax environment, with a change of the exemption in 2026, the answers to core questions concerning whether to file an estate tax return, make a portability election or make a QTIP election may surprise you. Learn what clauses to look for in the trust; when and how to make portability and QTIP elections; when to use the "Delaware Tax Trap" in place of QTIP election; how to educate the client concerning trust administration; and how to deal with assets outside the trust. Using checklists and forms, understand how to create a practical system for administering the living trust after death.
1000003900-132593
CPAs, attorneys and trust and estate planners.
Taxes
Intermediate
General knowledge of income, estate and gift taxes
None
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.