This course addresses the fiduciary income tax return, Form 1041. You will learn basic estate and trust terminology, the probate process, income in respect of a decedent, and the income distribution deduction. We walk through the preparation of Schedule B of the 1041. And trusts…do we cover trusts! Whether its complex or simple, inter Vivos or testamentary, revocable vs. irrevocable, you will no longer suffer from the angst that often strikes when working with trusts. We drill down to demystify the whole trust concept.
CPE credits expire 1 year from availability date.
CPE credits recommended.
Available by December 11, 2026
Qualifies for IRS and CTEC credit.