Courses
Trust Taxation for Trust Officers
Many of the actions and decisions you make as a trust officer or administrator have tax consequences for the trust and for your beneficiaries. Your tax department depends on you to understand and code these transactions correctly.
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- Available settings
- On-Campus, South Bend, IN
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- School
- Tax
This course is intended for trust officers and trust administrators. This high-level, three-day course is designed to give you a basic understanding of the taxation of trusts, tax issues with trust funding and distributions, distributing capital gains to beneficiaries, generation-skipping transfer tax, tax elections, and much more.
Areas of Study Include:
- Overview of Trust Taxation
- Powers of Appointment
- Grantor Trust Rules
- Trust Accounting Income
- Distributable Net Income
- Taxation of Distributions
- Distributing Capital Gains
- Tax Elections for Complex Trusts
- Total Return Trusts
- Taxation of Estates
- Generation-Skipping Transfer Tax
- Tax Compliance Issues
Many professionals satisfy Continuing Education and/or Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time-sensitive and vary by designation and state. We encourage early registration in order to allow for ample processing (request for credits may not be available after course completion).
Related Courses
Trust Tax Fundamentals
Gain comprehensive knowledge of trust laws and regulations through hands-on learning. Explore trust documents, taxation, grantor trust rules, and complex issues via case studies and practical examples. Perfect for professionals seeking a robust understanding of trust tax principles.
Charitable Trust Tax Workshop
Master tax preparation for various trusts and foundations. Explore relevant laws through practical learning and case studies. Ideal for tax professionals seeking to fulfill Continuing Education requirements while enhancing their expertise in charitable trust taxation.
Estate, Gift & Generation-Skipping Transfer Tax Workshop
Develop expertise in preparing and reviewing gift, estate, and generation-skipping transfer tax returns. Ideal for professionals handling complex estate planning scenarios. Gain practical skills to navigate intricate tax regulations in wealth transfer.