Join California Certified Specialist in Estate Planning, Trust and Probate Law, David Gaw, and WealthCounsel's VP of Editorial, Jenni Davenport, for our Trust Administration Intensive. This daylong immersive program will cover the legal and tax issues involved in administering living trusts after death using a practical, systems-based approach, while dispelling the common misconception that no need exists for professional services in the administration of living trusts after death.
The program will cover relevant legal, substantive topics while also highlighting how to use Wealth Tracx to implement a systems-based approach to trust administration. Specifically, topics covered will include the following:
- Practical steps involved in trust administration
- Income taxation of trusts and estate tax returns
- Trustee’s duties, standards, and powers
- Investment and management of trust assets
- Record-keeping and trust accounting
- Asset transfers and titling
- Trustee compensation and attorney fees
- Creditor’s rights
- Relevant court proceedings
- Subtrust funding and final distributions
Registration fees
- Wealth Tracx subscriber: $0
- WealthCounsel member: $49
- Non-WealthCounsel member: $149
Agenda
| Wednesday, October 28, 2020 | ||
|---|---|---|
| Morning Session | 11:00 AM - 2:00 PM (EDT) | Jennifer Davenport, JD - WealthCounsel, LLC David Gaw - Gaw Estate Planning |
| Atternoon Session | 2:30 PM - 5:00 PM (EDT) | Jennifer Davenport, JD - WealthCounsel, LLC David Gaw - Gaw Estate Planning |
This program will be recorded and made available to registrants within two to three weeks.
CLE: 5.5 credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: DC, FL, GA, ID, IL, KS, MN, NC, NM, NV, UT, WA, WI
No CFP
CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 5.5
Field of Study: Taxation
Prerequisites: JD, CPA
Advance Preparation: None
Review Date: 10/18/2020
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. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.
In order to be awarded the full credit hours, you must be present during the entire program. For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.
The Event Hub is the event "location".
This is where you will find the "View Session" button which will take you into each session-webinar throughout the day. You will need the email address and password you used when you registered to access this resource.