Fiduciary Income Tax Considerations in Drafting Trusts
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, GA, IL, MO, NJ, NV, NY, OK, PA, TN, UT, VT
(AK, AZ, CT, NH, TX eligible to claim credit)
We will supply you with the information needed to self-apply in other states.
Contact firstname.lastname@example.org 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.