Concurrent Session Onsite and Online
EST2415. Speed Round
Four instructors will provide a quick update on Alternate Value, CTA/BOI, special purpose trusts and analyzing a trust.
Learning Objectives:
- Recognize varying trust structures
- Identify when alternate value is appropriate
- Determine applicability of CTA/BOI
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
