Have a strategy in place for taxes in estate planning Learn how best to manage:
– Tax obligations of trusts and estates, and how these obligations affect beneficiaries
– The federal income taxation of trusts and decedents’ estates, along with the effects certain tax scenarios have on beneficiaries
– Planning options that can minimize your clients’ taxes during income accumulation, and the distribution or transfer of wealth to intended beneficiaries
•Learn about the various types of trusts
*Types of trusts
CPAs, financial advisers, and estate attorneys
None
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