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As part of our transition to a new learning management system, access to courses, conferences, and certificates of completion is no longer available through your learning record. Registered participants now receive email communications with detailed instructions, access links, and certificates after a program.
If you have any questions, please contact Solutions Support at (800) 469-1352. We appreciate your continued support as we enhance your learning experience.
This is a survey course on the intergenerational transfer of property — focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language in the trust instrument to accomplish a certain tax result.