Complimentary for Members

October 23, 2026


Live Webcast


NYSED 1
•
NASBA 1

QTIP Trusts: Planning Strategies, Tax Updates, and Practical Applications

October 23, 2026
Live Webcast
NYSED 1
•
NASBA 1

QTIP Trusts: Planning Strategies, Tax Updates, and Practical Applications

  • View Bio

    Instructor

    Gray
    Edmondson

    View Bio

Learning Objectives

  • Identify the key features and planning benefits of QTIP trusts.
  • Evaluate common strategies for incorporating QTIP trusts into estate plans.
  • Recognize recent tax developments affecting QTIP trust planning and administration.

Major Topics

  • QTIP disposition rules
  • QTIP trust planning
  • QTIP trust benefits

CPE Credits Available

NYSED 1
NASBA 1
1
Taxation (NYSED) - NYSED
1
Taxes (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Intended Audience

Anyone interested in estate planning or administration.

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