Estate and Trust Administration for Beneficiaries Who Are Non-U.S. Persons
Tuesday, November 7, 2023, 1:00 PM - 2:00 PM, Eastern Time
Presenter: Gregory Herman-Giddens
 
WHAT WE’LL COVER

The administration of trusts and estates with non-US person beneficiaries can be complex, particularly as to income taxation. This presentation will provide an overview of tax compliance and issues to watch for, along with practical tips to help ease administrative difficulties.

 

TUITION
 

Subscriptions

Trust & Estates

Included

Business Law

Live access only

Trust Administration

Included

Elder Law

$129

Gun Law

$129

Marketing Source

Included

Memberships

Essential

Included

Trusts & Estates Professional

Included

Elder Law Professional

Included

Elite

Included

CLE HOURS

CLE:
1.0 credits
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN

No CFP

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 10/28/2023

 

ACTION NOTES: 

For accurate records, each employee in an organization is required to register individually for CLE attendance reporting and audit.  However, if multiple people from an organization (who have individually registered) would like to view together under one employee's registration and login, please send a list of those individuals along with the verification code(s) to cle@wealthcounsel.com, so their attendance is marked accordingly, and accurate credits are reported in states where required by sponsor.

In order to be awarded the full credit hours, you must be present during the entire program.

WealthCounsel LLC 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. NASBA Sponsor ID 108255.  Note: we do not offer CPE to CPAs in individual states, only through NASBA.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com