Continuing Education Course in Trusts for CPAs and CFPs
For Houston based CPA and CFP firms, we use a "lunch and learn" format: if you buy lunch, usually at your office, we'll provide you with 1-hour of CPE credit.
If you'd like to schedule a webinar on this topic matter for your firm, please contact us at 832.330.4101.
Trusts started during the Middle Ages in England and have become a standard vehicle for a variety of transactions. But their breadth of uses also means the practitioner needs to not only understand the basic building blocks of trusts but also a wide variety of uses for them. This course will do just that. It begins with an introduction to trust terminology, followed by an analysis of formation and trustee issues. This is following be an explanation of basic tax issues and, finally, an explanation of commonly used trust structures.
Basic tax issues related to trusts
Commonly used trust structures
Intentionally Defective Grantor Trusts
Charitable Lead Trusts
Charitable Remainder Trusts
Participants will earn 1.0 CPE credit
Field of Study: Business Law.
Program Level: basic
Advanced Preparation: None
Who Should Attend: Anyone interest in learning about trusts
Delivery Method: Group Internet Based and Live
Complaint resolution: should the applicant have a complaint about the course he can contact F. Hale Stewart at either 832.330.4101 or firstname.lastname@example.org
The Law Office of Hale Stewart 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 website: www.nasbaregistry.org
Course Update policy: This course will be updated if and when new developments occur, but at least once per year.