The National Association of Tax Professionals

The National Association of Tax Professionals


  • Topic(s): Federal Tax Law
  • Presenter(s): Jaye E. Tritz
  • Session#: 915-33
  • Session Length: 100 minutes
  • Program: NATP 2015 Tax Forums & Expo
  • Date: Aug 26, 2015
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Trusts - Details:

Trusts are used for a variety of different tax and estate planning purposes. While tax professionals cannot directly establish trusts for their clients, they are an integral part of the team serving the client and must have a basic understanding of trusts in order to best serve their clients. In this session, we'll focus of the basics of trusts.

Upon completion of the session, you will be able to:
  1. List the most common types of trusts.
  2. Distinguish between simple and complex trusts.
  3. Identify common categories of income and expenses.
  4. Identify when income is taxed at the trust level or passed through to the beneficiary.