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SOP1811
Income Taxation of Estates and Trusts
Date
November 30, 2018
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Sophisticated Tax Planning for Your Wealthy Clients 2018
This session will discuss the income taxation of estates and trusts: To the structure of Subchapter J including the concept of distributable net income (DNI), the types of trusts (simple, complex and grantor), trust accounting income, the distribution system, the separate share rule, the 65 day rule, the fiduciary income tax charitable deduction, termination of a trust or estate and administration expenses.
- Identify the basics of taxation of estate and trusts and its distribution system and the tax consequences of distributions to beneficiaries - Analyze planning ideas to help clients minimize the taxation of estate and trust income.
- Recognize the distribution system applicable to estates and trusts.
Speaker
Senior Director/Family Wealth Strategist, BNY Wealth
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