The course discusses the basics of estate planning that tax professionals should know, including trusts that are useful for estate tax planning purposes and others that can meet client needs including IRA Conduit Trusts, special needs trusts, bypass trusts, qualified personal residence trusts, disclaimer trusts, and charitable remainder trusts, among others.

Learning Objectives

  • Understand basic trust terminology and concepts.
  • Describe the different types of trusts available.
  • Quantify the tax outcomes from the use of different types of trusts.
  • Explain how a trust can be used to meet a client's tax or financial goals.
Education Information

IRS Program Number: NMVBP-T-00222-22-S

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Self-Study

Field of Study: IRS Federal Tax

Credit hours: 2 IRS CE

Instructor: Frank R. Acuña, Esq. Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here to learn more about our education policies. 

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