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AICPA ENGAGE 2019


ENG1924 - Trusts from A to Z and Why They are Still Relevant (EST, TAX)


Jun 12, 2019 3:00pm ‐ Jun 12, 2019 3:50pm

Standard: $49.00

Description

This session will focus on the non tax advantages and tax advantages of using a trust in planning ones estate.

Learning Objectives:

  1. Determine what type of trust may be necessary for a clients tax and non tax objectives to be achieved.
  2. Learn how trusts can help avoid delay, save costs and provide security to a client's family.

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