Estate/ Trust/ Gift Taxation Update (line-by-line explanations and related law) ​

Date: 6/3/2026
Time: 12:00 PM -4:00 PM EST
CPE Credit: 4 hours

This 4-hour webcast will provide attendees with the basics of primary tax issues with respect to trusts, estates and related tax forms. Practitioners who want a sound introduction of the unique jargon and taxation aspects of the aforementioned will benefit from this webcast. We will discuss decedents final returns, which will also include basic proper reporting on the Forms 1040, Form 1041 and 706.

Topics Covered

• What constitutes an estate
• What constitutes a trust and introduction to varieties of trusts
• Responsibilities of the fiduciary
• Income in respect of decedent
• Deductions and credits in respect of decedent
• Overview of basic proper reporting on the Forms 1041, 1041 and 70
• Basic planning issues
• Tax update
• Husband and wife issues
• Family issues
• Permitted tax years for trusts and estates

Learning Objectives:

• Provide a good overview of trusts and estates including formation and basic types
• Provide useful information about selected aspects of the related tax forms
• Provide guidance on researching various tax issues including becoming aware of situation requiring further research