Fundamentals of Trust Administration and Fiduciary Income Taxation (On-Demand CLE)

    Fundamentals of Trust Administration and Fiduciary Income Taxation (On-Demand CLE)
    CLE 90 min

    Fundamentals of Trust Administration and Fiduciary Income Taxation (On-Demand CLE)

    The operational side of trusts can be complex. Whether you need a refresher or are just starting out, this session will help you understand the role of trust accountings and the duties of a trustee. You'll also gain knowledge of the income taxation of trusts as well as fiduciary income tax reporting during estate administration.

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    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/23/2021

    2.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      12/31/2021

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      12/31/2021

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      06/03/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/26/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/18/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      02/23/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    1.80 total credit hours including

    • General

      Status:

      Available for credit

      1.80 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      03/25/2021

    1.80 total credit hours including

    • General

      Status:

      Reciprocity

      1.80 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • Areas of Professional Practice

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/23/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    2.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/18/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      02/23/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      03/25/2021

    1.75 total credit hours including

    • General

      Status:

      Approved

      1.75 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • Law & Legal Procedure

      Status:

      Applied for

      1.50 credit hours

      Available until:

      02/23/2021

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      03/25/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.75 credit hours

      Available until:

      02/23/2021

    $175
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    Topics of discussion include:
    • Trust accounting
    • Release and indemnification agreements
    • What is the UTC?
    • Distribution standards
    • Fiduciary duties
    • Trustee compensation
    • What is a Trust Protector?
    • What is a directed trust?
    • An introduction to trust decanting
    • Informing beneficiaries
    • Mechanics of Crummey letters
    • Income taxation of trusts and estates

    Product Details

    Panelists

    John Renway Strohmeyer, Raj A Malviya

    Sponsors

    Section of Real Property, Trust and Estate Law

    Page Count

    55

    Product Code

    5431028OLC

    Duration

    90

    Publication Date

    4/19/2017 12:00:00 AM

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