January 12, 2024


2 Total CPE Credits


Webinar (CA): Form 1041 Advanced Series Part 4: Post Mortem Administration Considerations 2023

  • Instructor

    Jacqueline Patterson

Learning Objectives

• Recognize and review the Depth and Scope of Trust Administration
• Identify and analyze the Administrative Trust
• Determine the need and use of the IRC Sec. 645 Election

Major Topics

• A Review of the Expansive Nature of Trust Administration
• The Use of Post-Mortem Elections
• The Use of an Administrative Trust & its Advantages
• Choosing a Fiscal Year for the Administrative Trust
• The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex?
• Making the Sec. 645 Election, its Duration , Advantages and Disadvantages

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Form 1041 Advanced Workshop Part 3

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Tax practitioners, accountants and financial professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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