When preparing trusts, it’s vitally important to have a good understanding of the underlying income tax rules and related drafting issues. Join us for an overview of fiduciary income tax concepts, including grantor vs. non-grantor trusts, the Net Investment Income Tax, and Section 199A Qualified Business income.

Presented by: Gregory Herman-Giddens, JD, LLM, TEP, CFP

CLE: 1.0 general credit

Approved States: AR, CA, CO, NJ, NV, NY, OK, PA, VT

(AK, AZ, CT, MO, ND, NH & TX eligible to claim credit)

We will supply you with the information needed to self-apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.