Teleconference: Estate Planning and Trusts for CPAs (CPN06K119)
Register Tell a Friend About This EventTell a Friend
 

CPAs, although not practicing law, need to understand the basics of estate and trust planning. As usually the first and most trusted planning professional for their clients, this knowledge is critical to fully serving them. The course will cover the types and uses of the various planning alternatives and equip CPAs to advise clients and work with legal counsel to find the best solutions for the client.

 Export to Your Calendar 6/12/2019
When: June 12, 2019
9:00 AM until 5:00 PM
Where: LCPA - Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana  70062
United States
Presenter: Panel


Online registration is available until: 6/12/2019
« Go to Upcoming Event List  

Acronym CPN061K19
CPE 8 hours
Vendor ACPEN
Category
Taxation
Level Update
Yellow Book? No
Registration Early Bird Standard
Members* $225 $275
CPA Non-Members $325 $375
The Early Bird rate is good through 5/28.

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

Course Description
CPAs, although not practicing law, need to understand the basics of estate and trust planning. As usually the first and most trusted planning professional for their clients, this knowledge is critical to fully serving them. The course will cover the types and uses of the various planning alternatives and equip CPAs to advise clients and work with legal counsel to find the best solutions for the client.

Objectives

  • Estate Planning
  • Trusts

Major Topics

  • Estate Planning
    • Deceased Spouse Unused Exemption (DSUE)
    • Lifetime Giving - Basis Carryover
  • Trust Planning
    • QTIP Trusts (Qualified Terminable Interest Property)
  • Life Estate Trusts
    • Electing Small Business Trust (ESBT)
    • Qualified Subchapter S Trusts (QSST) - Issues related to Foreigners
  • Effective Grantor Trusts
  • Revocable Grantor Trusts and Testamentary Trusts
  • Spendthrift Trust

Panelists: James A. Smith

Designed For: Public Practitioners and Industry CPAs, EAs

Prerequisite: None

Note: This course is also available as a webcast. To register for the webcast, click here. (You will be directed to the ACPEN website to register.)