Accounting and Legal Issues With Estates And Trusts Seminar
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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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training seminar 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.
Stay up-to-date on current estate accounting issues and potential major tax changes down the road. (see
full course description)
Seminar
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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.
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)