Trust Administration and Income Tax Reporting

This session provides a practical guide to the trustee’s administrative responsibilities, alongside key income tax concepts essential for estate planning practitioners. Topics include distributable net income (DNI), preparation of Form 1041, and compliance considerations, with an emphasis on real world application.
Originally presented as part of Estate Planning Short Course 2026.

Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9004-26R-04B

$75.00 or 1.25 credits

Qty: decrease increase

Expires 5/1/2028

This session provides a practical guide to the trustee’s administrative responsibilities, alongside key income tax concepts essential for estate planning practitioners. Topics include distributable net income (DNI), preparation of Form 1041, and compliance considerations, with an emphasis on real‑world application.
Shawn M. McCullough, Harrison LLP, Chicago

Overview
Specifications

Expires 5/1/2028

This session provides a practical guide to the trustee’s administrative responsibilities, alongside key income tax concepts essential for estate planning practitioners. Topics include distributable net income (DNI), preparation of Form 1041, and compliance considerations, with an emphasis on real‑world application.
Shawn M. McCullough, Harrison LLP, Chicago

Products specifications

Program Date	5/4-5/5/2026
Category	Estate Planning & Probate

Products specifications

Program Date	5/4-5/5/2026
Category	Estate Planning & Probate

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