Webcast: Living Trust Administration Workshop
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, possible changes in exemptions and removal of step-up in basis, 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 lieu 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 a death. Formerly titled: Practical Workshop on Trust Administration of the Living Trust.
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617