CLE on Trust Accounting

The National Business Institute is sponsoring a 90-Minute National Teleconference on October 21 entitled Income Tax Consequences and Trust Accounting. The program description is below:

Do you have the skills needed to manage all the practical aspects of ongoing trust maintenance? Explore effective tax planning methods and review sample annual and final accounting to ensure successful and compliant trust operation. Register today!

• Explore the mechanics of transferring IRA payments into trusts.
• Distinguish between judicial and non-judicial accounting.
• Fully understand the fiduciary’s duty to account and review sample annual and final accountings. 
• Prevent fiduciary misconduct – ensure ongoing compliance with the Uniform Principal Income Act.