Trusts and Estates – Part 1

Join Michael in the first of two webiners as we strengthen your knowledge of strategic estate planning. With TCJA sunset provisions possibly in play we as professionals need to be ready to advise our clients on key provision that may significantly impact their financial and estate well being. We will review types of trusts, trustee powers, recognition and realization of income, the elements of an estate and the taxation of trusts and estates.