Everything You Need to Know About Trusts

Course Details


Tuesday, January 7, 2020

4:30am – 12:00am
(Registration: 4:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


General knowledge of income, estate and gift taxes.


Start with an overview of trust laws and general concepts, then dive into common structures and progress into advanced trust planning issues. New this year, receive extensive coverage of the use of trust protectors.
Learn advanced techniques related to income, gift and estate tax planning using trusts; succession planning; trust administration; special needs planning; and asset protection uses of most common trusts. Engage in a discussion that also covers various trusts and portability versus A-B and A-B-C trusts.


• Trust obstacles and pitfalls
• Revoking irrevocable trusts
• Trust protectors
• Succession planning, retirement planning and estate planning through trusts
• Special needs and Medi-Cal/Medicare planning
• Tax planning with trusts, including , GRATs, QPRTs, IDGTs, etc.
• Planning with A-B and A-B-C (QTIP) trusts
• Asset protection through domestic and foreign trusts


• Identify income tax, gift tax and estate tax aspects of various types of trusts.
• Determine requirements for a valid trust, selecting trustees, trustee discretion, distribution clauses and probate avoidance.
• Recognize how to avoid Proposition 13 reassessment.
• Recall estate planning and asset protection planning uses of different trusts.
• Identify advanced tax, estate, succession, retirement, special needs and asset protection planning using trusts.
• Recognize common obstacles and pitfalls, such as selection of trustee and property tax reassessment, and how to plan around them.

Designed For

CPAs, attorneys and financial planners.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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