Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (TRS4)


Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? What language should the trusts include? And how can the client be best protected?


Friday, October 23, 2020
Registration Time: 8:00am
8:00am – 11:30am

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Course Type

On-line Live Vendors

CPE Credit

4.00 hours CPE credit

Field of Study


Level of Knowledge


Designed For

Tax practitioners who advise clients on the benefits of establishing a trust


Surgent McCoy CPE, LLC


A basic understanding of simple trusts

Advanced Preparation



  • Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls
  • Changing a trust
  • Federal estate tax exemption
  • Discussion of federal and state estate taxes
  • The role of family dynamics
  • Choice of trustee and other fiduciaries – a word on institutional representatives
  • Pet Trusts – the emerging necessities
  • State, county, and local issues
  • Portability
  • QTIP issues
  • Creditor considerations
  • Potential IRA problems


  • Advise individual clients on the benefits of using a trust to achieve their personal goals while avoiding taxation
  • Save clients money in their estate planning


N/A (This is a webcast)
Member Fee $139.00
Non-Member Fee $139.00
Your Price $139.00

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