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AICPA Engage 2024 Conference: Reading Trust and Will Documents

June 5 @ 2:05 pm - 3:20 pm

Karly Laughlin, CPA, AEP will be co-presenting at the AICPA & CIMA ENGAGE24 Conference!

AICPA & CIMA Engage 2024: Reading Trust and Will Documents

June 5, 2024

11:05 AM — 12:20 PM PDT

2:05 PM — 3:20 PM EDT

ENG2429. Reading Trust and Will Documents (TAX, EST)

In this fast-paced, interactive session, we’ll examine key language in a Will and trust agreement to break down the most important provisions in plain English. We’ll also explain how an when a revocable trust becomes irrevocable and the tax implications. Last, we’ll explain the timing and tax considerations when a credit shelter trust, marital trust, or trust for another beneficiary is created after the death of the trustor.

Learning Objectives:

  • Understand the interplay between a pour over will and a revocable trust.
  • Appreciate the significance of formula provisions in a trust agreement and how they work.
  • Analyze typical language in a trust agreement pertaining to distributions of income and principal and connect this language with preparation of the fiduciary income tax return.

Session Information: https://agenda.aicpastore.com/sessions/eng2429

Details

Date:
June 5
Time:
2:05 pm - 3:20 pm
Event Category:
Website:
https://www.aicpa-cimaengage.com/
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