The VASEA Annual Fall Seminar is an event designed to keep tax professionals informed and prepared heading into year-end. This year’s seminar will focus on Trusts, offering timely insights, practical guidance, and expert-led discussions on planning strategies, compliance considerations, and common pitfalls. Join us online for an engaging and informative session tailored to help you better serve your clients with trust-related matters.
Speaker:
Steve Siegel
Topics - Monday, November 9th:
- Basic Characteristics & Elements of a Trust
- Living Testamentary, Bypass, Disclaimer, & Clayton Election Trusts
- Using Trusts for Marital Deductions. Children, and Grandchildren
- Life Insurance Trusts