2026-27 Trusts – Compliance Issues Administrative Issues, Trust Definitions, and 1041 Compliance
(Full-Day or 2 Half-Days)
Previous
(Full-Day or 2 Half-Days)
CREDITS: 8
CATEGORY: Taxation
SPEAKER: Arthur J. Werner, Esq.
DATE: 5/14 or 5/18-20 or 6/9 or 6/15-18 or 7/27 or 7/13-16 or 8/10-13 or 8/17 or 9/14-17
TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern
8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up
Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.
LOCATION: All New (2026) Pre-Recorded Webinar With Live Q&A
CPAs, EAs, attorneys, and other tax professionals who advise or assist in trust administration face significant risks regarding fiduciary liability, complex tax compliance, and beneficiary disputes. Major issues include improper record-keeping, mismanaging trust assets, failing to adhere to trust document terms, and failing to provide accurate, timely accounting. Tax errors, such as misallocating income (K-1s) or late filings, can cause personal liability for the professional. CPAs and Enrolled Agents (EAs) face significant challenges in trust administration due to the high fiduciary duty they owe to beneficiaries, which exposes them to personal liability and professional risks. Beyond standard tax preparation, they must navigate complex legal requirements, interpersonal conflicts, and meticulous accounting standards. This seminar will help guide you through all the nuances of trusts issues.
Topics & Learning Objectives Include:
- Key Issues in Trust Administration Services
- Fiduciary and Legal Liability
- Tax Compliance and Reporting Pitfalls
- How to use trusts to avoid probate
- How revocable living trusts are affected by income, gift, and estate taxes
- Marital deductions and marital and bypass trusts
- How an irrevocable trust can be the center of an estate plan
- Advantages of an irrevocable life insurance trust
- How to create a dynasty trust
- Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool
- Trust options to provide security for older clients
- Advantages, tax consequences, and limits on charitable contributions and private foundations
- Charitable remainder and charitable lead trust issues
- How trusts can serve as asset protection devices
- Business trust issues
Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.
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