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Trusts: Beyond The Basics    
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Trusts:  Beyond the Basics

With this 4 hour self study you get essential details on:

  • Personal Residence Trusts
  • Intentionally defective trusts
  • Life insurance trusts
  • Charitable trusts
  • Learn what on-shore strategies are available for asset protection.
  • Learn the requirements for filing Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts.
  • Get the tools you need to explain and recommend the right trust to protect and save tax for each of your clients.  

Attendees to Spidell's 2007 Estate and Trust Update do not qualify for this course. 

Spidell's online CPE!  Easy as 1, 2, 3.

  1. Purchase your course.
  2. Take your exam online.
  3. The exam is instantly graded and if you pass, your certificate is e-mailed to you almost instantly!

Didn't pass on the first try?  Take the course again until you pass at no extra charge!

This interactive course qualifies for 4 hours of CPE for CPAs, EAs, and CFPs, and 3.25 hours of General MCLE credit for California Attorneys. This interactive version has been designed to comply with the Department of the Treasury’s Director of Practice for Enrolled Agents. Advanced preparation is not required for this course. Spidell is not a pre-approved National Registry of CPE Sponsor for self study.

 

Trusts: Beyond The BasicsInteractive VersionPrice: $36.00


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