Surgent’s Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
Description
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
Objective
Advise individual clients on the benefits of using a trust to achieve their personal goals Save clients money in their estate planning
Advanced Preparation
None
Required Knowledge
A basic understanding of simple trusts
Who Should Attend
Tax practitioners who advise clients on the benefits of establishing a trust
Credit Types
- CPE – Taxes
Event Level:Advanced
Event Code:TRS4-2026-01-WEBNR-238-01
Event Vendor:Surgent Accounting & Financial Education
Fields of Study:CPE - Taxes
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS34226: Registration – Member | Mem | $165 |
| WRS34226: Registration – Non-Member | NM | $325 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.