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Concurrent Session Onsite and Online

SOP2303. Current Developments in Trusts and Estates

This session will cover the top 10 current developments in trusts and estates.This will include any interesting income tax developments.

Learning Objectives:

  • Identify important recent developments in the area of tax and estate planning.
  • Analyze recently enacted and proposed legislation that will affect tax and estate planning clients.
Date/Time
CPE Credits
1.5
NASBA Field of Study
TAXES
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
Practitioners View
CFP
EA Credit