About This Summit
Join us for our 2022 Trust Me webinar series.
This series will run May 17th through May 20th from 1:00pm to 4:40pm (ET). The schedule of webinars are as follows:
Tuesday, May 17th
1:00pm – “Trust Basics” (2 IRS/NASBA CPE Credit)
3:00pm – “Reading the Trust Instrument” (2 IRS/NASBA CPE Credits)
Wednesday, May 18th
1:00pm - "Accounting for Trusts - It's not what you think" (2 IRS/NASBA CPE Credits)
3:00pm - "The Life Cycle of a Trust" (2 IRS/NASBA CPE Credits)
Thursday, May 19th
1:00pm - "Planning for Special Needs - ABLE Accounts and Special Needs Trusts" (4 IRS/NASBA CPE Credits)
Friday, May 20th
1:00pm - "Finding and Fixing Foreign Issues in your Domestic Trust" (2 IRS/NASBA CPE Credits)
3:00pm - "Unique Tax Issues for Trusts - Split Interest and Charitable Remainder Trust to ESBTs/QSSTS and Foreign Trusts" (2 IRS/NASBA CPE Credits)
Early bird pricing $347 now - April
Regular pricing $397 May
Trust Basics
Reading the Trust Instrument
Accounting for Trusts - It's not What You Think
The Life Cycle of a Trust
Planning for Special Needs - ABLE Accounts and Special Needs Trusts
Finding and Fixing Foreign Issues in your Domestic Trust
Unique Tax Issues for Trusts