Complimentary for Members

January 23, 2026


Live Webcast


NASBA 1.5

QTIP Trusts: How to Maximize Benefits & Avoid Traps Tech Session Webinar

January 23, 2026
Live Webcast
NASBA 1.5
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    Instructor

    Robert
    Barnett

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  • View Bio

    Instructor

    Tracy
    McLaughlin

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  • View Bio

    Instructor

    Jordan
    Kanzer

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Explain the practical structure of QTIP Trusts with an emphasis on balancing control with estate, income, and GST tax efficiency.
  • Assess how QTIP Trusts can be used to achieve tax-efficient outcomes while maintaining appropriate control provisions.
  • Identify common drafting and administration pitfalls associated with QTIP Trusts.

Major Topics

  • Core planning framework for married couples
  • QTIP Trusts in practice, including technical requirements
  • Advanced planning considerations and recent developments

CPE Credits Available

NASBA 1.5
1.5
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs and Attorneys

Provider

Foundation for Accounting Education

This event has ended.