Income Taxation of Estates & Trusts: MCLE BasicsPlus!®
A thorough look at fiduciary income taxation
- Product Number: 2170032P01
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CLE Credits, earn up to:
12 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
This in-depth course provides an essential foundation in all aspects of fiduciary income taxation. Highly-experienced panelists delve deep into the sections of the Internal Revenue Code and regulations that deal with the taxation of estates and trusts and guide you carefully through key types of trusts, trustee powers, computation of income, and basic taxation. You emerge with a thorough knowledge of income taxation of estates and trusts and the tools you need to effectively counsel your clients.
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Agenda
Agenda & Materials
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Day 1: Monday, November 7th
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9:30 a.m. - 11:30 a.m.
Federal Income Taxation of Simple and Complex Trusts
on demand video Add to Cart -
11:30 a.m. - 11:45 a.m.
Networking and Refreshment Break
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11:45 a.m. - 12:45 p.m.
Powers of Appointment, Powers of Withdrawal & Trustee Powers
on demand video Add to CartRichard B. James, Esq., Bank Of America , Boston
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12:45 p.m. - 1:45 p.m.
Lunch (on your own)
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1:45 p.m. - 2:30 p.m.
Powers of Appointment, Powers of Withdrawal & Trustee Powers (Cont.)
Richard B. James, Esq., Bank Of America , Boston
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2:30 p.m. - 2:45 p.m.
Networking and Refreshment Break
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2:45 p.m. - 4:30 p.m.
Foreign Trusts, Trusts for S-Corporation Stock & Other Special Trusts
on demand video Add to Cart -
Day 2: Tuesday, November 8th
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9:30 a.m. - 11:30 a.m.
Computation of Net Taxable Income by Trusts, Estates, or Beneficiaries
on demand video Add to Cart -
11:30 a.m. - 11:45 a.m.
Networking and Refreshment Break
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11:45 a.m. - 1:00 p.m.
Massachusetts Income Taxation of Estates & Trusts
on demand video Add to Cart -
1:00 p.m. - 2:00 p.m.
Lunch (on your own)
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2:00 p.m. - 3:00 p.m.
Grantor Trusts
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3:00 p.m. - 3:15 p.m.
Networking and Refreshment Break
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3:15 p.m. - 4:30 p.m.
Grantor Trusts (Cont.)
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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