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On Demand

Probate Section Virtual Program: Fiduciary Income Tax (Probate Administrator’s Guide to Fiduciary Income Tax (basic to intermediate)


Total Credits: 1 CLE

Average Rating:
   53
Categories:
Probate & Estate Planning
Faculty:
Jim Lee
Format:
Audio and Video
Original Program Date:
Feb 09, 2023


Description

Speaker: Jim Lee, Fennemore Craig
 
Description: How is income of a trust or estate taxed?  What is DNI and why is it important?  How can I avoid “trapping” income in a trust or estate and exposing it to a high marginal income tax rate?  What drafting measures for a trust agreement or will can be employed to reduce income tax consequences for my clients and their beneficiaries?
 
If any of these questions appeal to you, please join us for an hour seminar to discuss the basics and some intermediary concepts underlying fiduciary income taxation.
 

Handouts

Reviews

5
4
3
2
1

Overall:      4.3

Total Reviews: 53

Comments

Bradley H

"Learned a lot"

Diane P

"excellent speaker"

Nathan H

"well presented but too much for time allotted"

Leia D

"Jim was very knowledgeable about the subject matter and he did a great job conveying the "

Margaret S

"clear presentation"

Rex D

"Not a favorite topic but a good presentation."

Robert B

"I thought Jim presented the material in a thoughtful manner, paying attention to details and confusions that may come up"

Petra S

"Speaks very fast."

Artemio R

"The presenter was clear on the subject."

Gregory R

"Very knowledgible "