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Introduction to Trusts

About This Webinar

$25 per credit hour – VASEA Members (with member discount code)
$35 per credit hour – Non-Members
Package discount $125 VASEA Members / $195 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.


A trust is a legal instrument where property is held by one party (trustee) to the benefit of another party (beneficiary). Trusts may be created for estate planning and probate avoidance, management of assets during disability, privacy, and directing the control of assets under a variety of circumstances. This presentation will cover basic terminology; common purposes for using trusts; examples of specific trust types, with a particular emphasis on living, or revocable, trusts for estate planning; and introductory concepts in trust taxation.

Program Level – Basic

IRS Program Number - QSRNU-T-00582-22-O

Participants will earn up to 1 hour of IRS CE

Field of Study: Federal Tax Law Topics / Taxes

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: $35.00
Featured Presenters
Webinar hosting presenter
Carol is an Enrolled Agent and Certified Financial PlannerTM at Wesling Financial Planning Services, a fee-only financial planning firm serving both hourly and retainer-based clients. Carol provides services in tax preparation and planning, as well as retirement, estate, investment, and insurance planning.

She has a particular interest and expertise in trust and estate taxation. Carol is a NTPI Fellow and represents clients in front of the IRS and state taxing authorities.

In her prior career, Carol served as a government contractor, performing scientific work and managing complex physics and software development programs. She earned her BS in Engineering Science and Mechanics from Virginia Tech, MS in Mechanical Engineering from Stanford University, and completed a post-graduate fellowship in computational fluid dynamics in Göttingen, Germany.
Attended (18)