Best Seller

Trusts, Estates & Probate

4.29

Taxation of Trusts and Estates 101

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 58 minutes
Jamie Weese
Anne Hamilton Curry
Emma Hilton
Mark Kimball
Elizabeth Forgotson Goldberg
With Jamie Weese from Weese Law Firm + 4 others
Recorded December 01, 2025
Product ID 101254

Buy This Course

Course Includes
$429

OnDemand Video

Video Download

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Build a Solid Tax Foundation for Your Trusts and Estates Practice

Tax is an indelible component of estate planning. Every document you draft, every trust instrument you use will have far-reaching tax consequences. This practical legal guide gives you a solid understanding of the underlying tax principles guiding estate plans. Power up your practice - register today!

  • Get an update on the latest tax laws, regulations and IRS guidance.
  • Identify tax consequences of different trust structures.
  • Explore essential tax forms used in trust reporting and estate administration.
  • Come away with new ideas for incorporating effective tax tools into clients' estate plans.
  • Understand how businesses are taxed.

Abbreviated Agenda

  1. Current Federal Tax Rules and Environment
  2. Tax Consequences of Various Trust Structures
  3. Tax Planning Tools and Their Real-Life Application Challenges
  4. Trust Tax Reporting: Forms, Timelines, Planning Opportunities
  5. Tax Returns in Estate Administration
  6. Other Tax Areas Trusts and Estates Attorneys Should Be Versed In
  7. Legal Ethics in Tax Practice

Related Topics

Product ID 101254

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Current Federal Tax Rules and Environment

    1. Governing Law
    2. Tax Rates and Exemptions: Individual, Trust, Estate, Business
    3. Updates: OBBBA, TCJA, the SECURE Acts, and Other Recent Laws Affecting the Practice
    4. IRS Guidance and Enforcement

  2. Tax Consequences of Various Trust Structures

    1. Types of Trusts and Their Effect on Individual Tax
    2. Simple vs Complex Trusts
    3. State and Federal Taxation Considerations for Trusts
    4. Tax Consequences in Estate Administration
    5. Self-Settled Trusts

  3. Tax Planning Tools and Their Real-Life Application Challenges

    1. Gifts and Transfers
    2. Trusts
    3. LLCs
    4. Charitable Giving
    5. Basis Step-Up Tools
    6. Other Tools

  4. Trust Tax Reporting: Forms, Timelines, Planning Opportunities

    1. Annual Reporting (With Sample Documents)
    2. Taxable vs. Accounting Income, DNI
    3. Deductions
    4. Trust Taxation at Estate Administration
    5. Subtrust Creation at the Death of the Grantor

  5. Tax Returns in Estate Administration

    1. Timeline, Deadlines and Extensions
    2. Choosing the Taxable Year
    3. Key Tax Returns: Final 1040, 1041, Form 706, etc.
    4. Tax Basis Reporting
    5. Expenses and Deductions
    6. Sale of Real Property
    7. Tax Reporting for the Estates that Include a Business

  6. Other Tax Areas Trusts and Estates Attorneys Should Be Versed In

    1. Retirement Assets: Taxation, Distributions, Rollovers
    2. How Businesses are Taxed
    3. Operating Agreements: Allocations, Distributions and Their Taxation
    4. State and Local Taxation (After Wayfair)
    5. Collections, Liens, Creditor Rights
    6. Long-Term Care and Medicaid and its Effect of the Estates
    7. Conducting Tax Research: Useful Tips and Resources

  7. Legal Ethics in Tax Practice

    1. Attorney Fees
    2. Guarding Confidentiality
    3. Clients With Diminishing Capacity
    4. Identifying Undue Influence
    5. Fiduciary Liability Issues

Who Should Attend

This legal tax course is designed for attorneys. Accountants, trust officers, fiduciaries, tax professionals and paralegals will also benefit.

Speakers

Jamie Weese
Jamie
Weese
Weese Law Firm
Anne Hamilton Curry
Anne
Hamilton Curry
Mallor Grodner LLP
Emma J Hilton
Emma J.
Hilton
Londonderry Law
Mark D Kimball
Mark D.
Kimball
MDK Law
Elizabeth Forgotson Goldberg
Elizabeth
Forgotson Goldberg
Law Offices of Elizabeth Forgotson Goldberg
Speaker bio
Jamie Weese

Jamie Weese

Weese Law Firm
Jamie Weese

is the founding attorney of Weese Law Firm, located in Kansas City, Missouri. She graduated from the University of Kansas School of Law, with an emphasis in tax law. While a law student, Ms. Weese clerked at firms where she assisted with a wide variety of legal issues including estate planning, small business creation, bankruptcy, general litigation and foreclosures, and where it quickly became evident that estate planning and small business creation were her passions. She is admitted to practice in Missouri and Kansas, and is also a member of the The Missouri Bar and Kansas Bar Association.

View full profile
Speaker bio
Anne Hamilton Curry

Anne Hamilton Curry

Mallor Grodner LLP
Anne Hamilton Curry

is an attorney with Mallor Grodner LLP. She is a board-certified Indiana estate and trust lawyer, as certified by the Trust and Estate Specialty Board of the Indiana State Bar Association. Ms. Curry has extensive experience representing clients in the areas of estate planning, estate and trust administration, and estate and trust litigation. She also practices in the area of non-profit formation and income, estate, fiduciary income taxation, as well as special needs planning and guardianships for individuals with disabilities to enhance the quality of life for those affected by disability and provide peace of mind for families that the needs of their loved one will be met. She is a member of the Indiana State Bar Association, the immediate past co-chair of the Trust and Estate Specialty Board and is a member of the Probate Code Review Committee of the Indiana State Bar Association. Ms. Curry earned her undergraduate degree from Wheaton College and her J.D. degree from Indiana University School of Law.

View full profile
Speaker bio
Emma J Hilton

Emma J. Hilton

Londonderry Law
Emma Hilton

is an attorney with Londonderry Law, where she practices in the areas of tax law, estate planning, tax research, tax preparation and business planning. Ms. Hilton earned her LL.M. degree in taxation from New York University, her B.A. degree, cum laude, from the University of Massachusetts/Lowell and her J.D. degree from Boston College Law School. She is currently admitted in both Massachusetts and New Hampshire.

View full profile
Speaker bio
Mark D Kimball

Mark D. Kimball

MDK Law
Mark Kimball

is the founding shareholder of MDK Law, a firm emphasizing corporate, commercial and property law, and consulting in matters involving federal and international taxation. He is admitted to practice in Washington, New York, Texas and Oregon. Mr. Kimball is an adjunct professor of law at Eotvos Lorand and Masaryk Universities in Europe, and has served as a law school guest lecturer at Seattle University School of Law. He is also engaged as an expert witness in superior court cases involving limited liability companies, governance, and other member issues. Mr. Kimball has been admitted to the Second Circuit Bar (New York, Connecticut and Vermont), Fifth Circuit Bar (Texas and Louisiana), and the Oregon State Bar. He earned his J.D. degree and LL.M. (taxation) degree from the University of Washington School of Law, and also holds an LL.M. degree in transnational commercial practice from Europe. 

View full profile
Speaker bio
Elizabeth Forgotson Goldberg

Elizabeth Forgotson Goldberg

Law Offices of Elizabeth Forgotson Goldberg
Elizabeth Forgotson Goldberg

is a sole practitioner at the Law Offices of Elizabeth Forgotson Goldberg located in Bethesda, Maryland, where she practices in the areas of wills, trusts, estates, special needs trusts, elder law, probate, estate administration, family law, homeowners association law, and estate planning for the elderly. Ms. Forgotson Goldberg is a NELF certified attorney. She earned her B.A. and M.A. degrees from Duke University and her J.D. degree from George Washington University Law School. Ms. Forgotson Goldberg is a member of the Montgomery County Bar Association, District of Columbia Bar Association, Maryland State Bar Association, National Association of Elder Law Attorneys (NAELA) and Women's Bar Association of Maryland.

View full profile

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us