December 28, 2026


Live Webcast


NASBA 16

The Complete Trust Workshop Webcast

December 28, 2026
Live Webcast
NASBA 16
  • View Bio

    Instructor

    Joseph
    Nicola

    View Bio

Learning Objectives

  • Identify the areas of trusts in connection with disability, charity, life insurance, leveraging gifts, principal residences, and minors
  • Understand the role played by a marital deduction trust and a credit shelter bypass trust
  • Explain how trusts may protect assets and perpetuate family wealth over multiple generations

Major Topics

  • Comprehensive coverage of The One Big Beautiful Bill Act
  • Guide to legislative changes and their impact on trust planning
  • Introduction to trusts with emphasis on typical provisions
  • Revocable living trusts
  • Common testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trusts
  • Asset protection trusts
  • Sophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTs
  • Charitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income funds
  • Irrevocable life insurance trusts
  • Medicaid trusts: special needs and Miller
  • Trusts for minors -- Sections 2503(b) and 2503(c), and other trusts
  • Dynasty trusts
  • Section 461(l) as applied to trusts and estates
  • Trusts to hold S corporation stock
  • Special problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions
  • Increased scrutiny of donor advised funds

CPE Credits Available

NASBA 16
8
Taxation (NYSED) (Taxation) - NASBA
8
Taxes (NASBA) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

A basic course in estate and gift tax and a basic course on estate and trust income taxation

Advanced Preparation

A basic course in estate and gift tax and a basic course on estate and trust income taxation

Intended Audience

Accounting and Financial Professionals who wish to have a complete understanding of the various uses of trusts

Provider

Surgent McCoy CPE LLC

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