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Who should attend Accounting and Legal Issues With Estates And Trusts
This one-day seminar is designed for accountants, CPAs, attorneys, controllers, CFOs, presidents, vice presidents, trust officers, financial and estate planners, paralegals and other legal staff, insurance professionals, enrolled agents, bankers, executors, and consultants who service estates and trusts.
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Accounting and Legal Issues With Estates And Trusts  

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This one-day seminar is designed for accountants, CPAs, attorneys, controllers, CFOs, presidents, vice presidents, trust officers, financial and estate planners, paralegals and other legal staff, insurance professionals, enrolled agents, bankers, executors, and consultants who service estates and trusts.

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Seminar Summary:

Stay up-to-date on current estate accounting issues and potential major tax changes down the road.  (see full course description)

 
 

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Training Course Syllabus:


Accounting and Legal Issues With Estates and Trusts

Benefits

Avoid errors and penalties in trust and estate accounting - minimize your client's tax and heartache.

Save your clients' hard-earned money - and avoid legal battles - by learning trust and estate accounting essentials. Come to this seminar and let our experts show you how to transfer assets in a tax-efficient manner. Get the most up-to-date strategies to minimize your errors and your legal liability.

Stay up-to-date on current estate accounting issues and potential major tax changes down the road. Avoid penalties and interest by getting audit survival tips. Register now to improve your trust and estate accounting accuracy and efficiency - because in today's volatile economy, every dollar counts!

Benefits for You

  • Assist in structuring plans that appropriately cover the probable tax burden - save your clients money whenever possible
  • Get sound advice on staying ethical and professional in questionable situations
  • Tips for calculating the value of an estate … and figuring out how this will affect income tax returns
  • Become a better advisor - find out what you need to know about fiduciary responsibility

Learning Objectives

  • You will be able to review Washington Trust Law.
  • You will be able to describe grantor, nongrantor, simple and complex trusts.
  • You will be able to discuss fiduciary disputes for trusts and estates.
  • You will be able to explain income taxation of trusts and estates.


Who Should Attend?

This seminar is designed for accountants, CPAs, attorneys, controllers, CFOs, presidents, vice presidents, trust officers, financial and estate planners, insurance professionals, enrolled agents, bankers, executors, and consultants who service estates and trusts.


Continuing Education Units

•Bankers 8.25 including CTFA 8.25; CTFA (ETH) 0.25; CTFA (FID) 3; CTFA (FP) 1; CTFA (TAX) 4
•CAC 1.0
•CBC 1.0
•CFP 8.0
•CPE 8.0 including Accounting 8
•PACE 8.0 including CLF 8; REBC 8; RHU 8; ChFC 8; CLU 8
•WA CLE 6.5 including Ethics 0.25


Only registered attendee will receive continuing education credit. Additional attendees can receive continuing education credits at a discounted price.

Lorman Education Services is an Accredited Continuing Education Provider (ACEP) of the Institute of Certified Bankers. The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The "Accounting and Legal Issues With Estates and Trusts " content has been reviewed and approved for 8.25 continuing education credits toward the CTFA designation.

This course has been reviewed and approved for inclusion in the Certificate of Accounting Compliance Program and qualifies for 1.0 credit.

This course has been reviewed and approved for inclusion in the Certificate of Banking Compliance Program and qualifies for 1.0 credit.

The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit.

This program has been approved by the Washington State Board of Continuing Legal Education for 6.5 hours of credit, including 0.25 hour of ethics credit.

This seminar qualifies for 8.0 PACE credit hours for CLU, RHU, REBC, CLF and ChFC.

Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www. learningmarket.org.  CPE Credit: Maximum Credit Hours: 8.0 each session (based on a 50 minute credit hour). Field of Study: Accounting for 8.0 hours. Prerequisite: basic knowledge of estate planning. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group-Live. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
 

Seminar Class Time:

Seminar Check-In 8:00 AM Seminar Class 8:30 AM - 4:30 PM

Agendas and Speakers may differ slightly depending on the location. Please e-mail or call a representative to obtain an agenda for a particular location.

Seminar Summary:

Stay up-to-date on current estate accounting issues and potential major tax changes down the road.  (see full course description)

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