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Estates & Trusts

Thu, Jan 13, 2022 · 7:00 PM · Eastern Time (US & Canada)
About This Webinar

$15 per credit hour – VASEA Members (with member discount code)
$25 per credit hour – Non-Members
Package discount $100 VASEA Members / $200 Non-Members
(Join VASEA for $85 to get member rates on webinars & more! Copy/paste this link in your browser: https://vasea.wildapricot.org/join-us )
NOTE: Members must use member discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. An administrative fee will be deducted in those cases.


This course is designed to include continuing professional education regarding the taxation of Trusts and Estates with a focus on Form 1041. Topics include simple and complex trusts, grantor trusts, trust accounting income, distributable net income, and the income distribution deduction as well as discussion on Estate taxation and filing requirements, including Estate Tax Exemption.

Program Level – Basic

IRS Program Number - QSRNU-T-00517-21-O

Participants will earn up to 1 hour of IRS CE

Field of Study: Federal Tax Law Topics / Taxes

Who Should Attend: Individuals with little to no tax prep experience interested in preparing taxes as a career, and newer tax professionals looking for a refresher on basics

Refund Policy
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact our office at (804) 723-5888.

VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

Who can view: People who attended or registered for the webinar only
Webinar Price: $25.00
Featured Presenters
Webinar hosting presenter patrick-knightly-ce02b07e
Patrick is an enrolled agent in the Richmond, VA area with over twenty years of experience in the accounting and tax fields. Throughout his career, he has worked in the Public, Private, and Non-Profit sectors, and managed a franchise tax office, serving in positions ranging from Accounting Consultant to Chief Financial Officer. He has also made it a point to be involved service to his community and has served on several local, state, and national boards of directors. Currently he is a Senior Accountant at My Tax Pilot in Henrico County, where he spends most of his time working on tax returns for small businesses, small business owners, estates, and trusts, and on accounting projects. In his spare time, he chairs two local government boards, serves as Treasurer of the Virginia Society of Enrolled Agents, Treasurer of The Chesterfield Partnership for Successful Living, and is the Vice Chair for Volunteers of the Dominion Richmond Christmas Parade. He is a Life Member of the Virginia Jaycees, and a Life Member of the Capital District Kiwanis, and is a volunteer reader for Virginia Voice. He studied accounting and finance at Virginia Tech, and also participated in the Sorensen Institute’s Political Leadership Program at the University of Virginia. He lives in Midlothian, Virginia.
Hosted By
Knox Taxes webinar platform hosts Estates & Trusts
Knox Wimberly's conferences and webinars
1041 Simple Complex Trust Example.pdf
Trusts & Estates Slides.pdf
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