January 31, 2022 9:00am – 4:30pm Map & Directions 602-252-4144

Webcast: Everything You Need to Know About Trusts

Online registrations are currently closed, please call (602) 324-6847 for additional registration options


An overview of trust laws and a review of general concepts. Common structures and progress for reviewing more advanced trust planning issues. Extensive coverage of the use of trust protectors. Master advanced techniques related to income, gift and estate tax planning using trusts; succession planning; trust administration; special needs planning; and asset protection use of most common trusts. Discussion covering various trusts and portability versus A-B and A-B-C trusts.


ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):


  • Identify income tax, gift tax and estate tax aspects of various types of trusts.
  • Determine requirements for a valid trust, selecting trustees, trustee discretion, distribution clauses and probate avoidance.
  • Recognize how to avoid Proposition 13 reassessment.
  • Recall estate planning and asset protection planning uses of different trusts.
  • Identify advanced tax, estate, succession, retirement, special needs and asset protection planning using trusts.
  • Recognize common obstacles and pitfalls, such as selection of trustee and property tax reassessment, and how to plan around them.

Course Level



CalCPA Education Foundation More With This Vendor

Designed For

CPAs, attorneys and financial planners.


General knowledge of income, estate and gift taxes.


  • Trust obstacles and pitfalls
  • Revoking irrevocable trusts
  • Trust protectors
  • Succession planning, retirement planning and estate planning through trusts
  • Special needs and Medi-Cal/Medicare planning
  • Tax planning with trusts, including, GRATs, QPRTs, IDGTs, etc.
  • Planning with A-B and A-B-C (QTIP) trusts
  • Asset protection through domestic and foreign trusts

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