April 25, 2024


8 Total CPE Credits


Webinar (CA): Living Trust Administration Workshop 2023

  • Instructor

    David Gaw

Learning Objectives

• Determine: Proper steps for a particular trust administration and the related estate and income tax issues
• Recognize: Tax, accounting, and funding issues in every administration and educating clients of the need of a trust administration and the importance of your role
• Identify: Assets, provisions in estate plans and the affects on each particular administration and understanding that each administration is situational to the respective facts

Major Topics

• The steps in Trust Administration
• Delaware Tax Trap -its unique use
• Change of the exemption in 2026 and its impact
• Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust
• Preparation of trust accountings
• Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


General knowledge of income, estate and gift taxes

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

CPAs, attorneys and trust and estate planners.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

Please login to register.