Even the most masterfully drafted trust is only as good as the people who implement and run it. This engaging legal course will walk you through the key hurdles of trust administration: from managing assets and dealing with creditors to periodic accountings, taxation, and dispute resolution. Get quick practical guidance on running a trust. Register today!
Get an update on the current laws governing trust administration.
Explore allowable expenses, fiduciary compensation, and creditor issues.
Get a pragmatic view of periodic accountings, distributions, and tax returns.
Explore trust tax planning options and challenges.
Learn when and how trusts can be modified.
This course is part of the Tennessee Trusts Miniseries series.
This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics.
CPE for Accountants
CPE for Accountants/NASBA
Taxes: 1.00Specialized Knowledge: 2.50
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to: 1. Recall two laws governing trusts. 2. Compare accounting income and taxable income. 3. List two types of commonly allowable trust expenses.Field(s) of Study -- Specialized Knowledge; Taxes.
GREGORY D. COTTON is a sole practitioner with the Law Offices of Gregory D. Cotton, where his practice is concentrated in the areas of probate, corporate, personal injury, products liability, domestic relations, and criminal law. Mr. Cotton is a member of the Birmingham, Memphis-Shelby County, and Tennessee bar associations, and the Alabama State Bar. He earned his B.A. degree from the University of Alabama and his J.D. degree from the Cumberland School of Law of Samford University.
RALPH Z. LEVY JR. is of counsel with Dickinson Wright PLLC, a full-service law firm with almost 500 attorneys with offices in Michigan, Tennessee, Arizona, California, Florida, Nevada, Ohio, Kentucky, Texas, Washington, D.C., and Toronto, Ontario. His areas of practice include entity formation and operation, entrepreneurial business services, estate planning and family succession planning, health enterprises and transactions, and tax planning and controversies. In over 40 years of practicing law, Mr. Levy's extensive experience includes private practice, as well as serving for more than 10 years as general counsel, executive vice president, and secretary for Gambro Healthcare, Inc., a national provider of dialysis services. He is a member of the Tennessee Bar Association and the Nashville Bar Association. Mr. Levy earned his A.B. degree, cum laude, from Colgate University; his LL.M. degree from New York University; and his J.D. degree from Vanderbilt University School of Law.
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