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Estates, Trusts, 1041 Planning and Prep (LIVESTREAM) (LITX10/22)

Event Description

Estates and Trusts are very personal entities.  You need to know how they function, how to prepare and discuss Form 1041, and how to relate to settlors, beneficiaries, and their attorneys.

CFP CE Approved

Enrolled Agent Approved

Designed For

First time estate/trust return preparers and experienced preparers who need a refresher looking beyond the return itself.


  • How does an estate function?
  • How does a trust function?
  • What information is needed to prepare Fpr, 1041?
  • Sample Forms 1041 for practice

Major Subjects

  • Estates Overview
  • Trusts Overview
  • Form 1041 Overview
  • Sample Forms 1041