Trusts: Beyond The Basics   
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With this 4 hour (federal) 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. 

Purchase the online version and save 20%, plus pay no shipping or sales tax!

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 non-interactive course has been approved by the California Tax Education Council for 4 hours (federal) of continuing education credit —CTEC No. 1019-CE-0172 for federal taxes.

 



Trusts: Beyond The BasicsNon-Interactive VersionPrice: $45.00



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