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Trust Tax Tutorial for Every Estate Planner

Contains material from Apr 2024

Trust Tax Tutorial for Every Estate Planner
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You don’t need to be a tax lawyer, but every special-needs planner should know at least the basics of trust income tax. Explore key rules in an accessible way for non-tax practitioners.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 4/30/2025

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1. A Quick Trust Tax Tutorial (Apr 2024)

Eric Reis

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
44 mins
(pdf)
13 pgs
(pdf)
14 pgs
Session 1 —45 mins
0.75
A Quick Trust Tax Tutorial (Apr 2024)

You don’t need to be a tax lawyer, but every special-needs planner should know at least the basics of trust income tax. Explore key rules in an accessible way for non-tax practitioners.

Originally presented: Feb 2024 Special Needs Trusts

Eric Reis, UNT Dallas College of Law - Dallas, TX