20 Questions About Estates & Trusts (Santa Ana)

When:  Jun 18, 2024 from 05:30 PM to 07:30 PM (PT)

Program Overview

June 18, 2024| 5:30 pm - 7:30 pm, Pacific |In person

Hosted by Orange County

Speaker   Claudia Hill


Each Trust or Estate is unique. They are tailored to the needs of the person who directed the assets in the trust or acquired the assets during their lifetime. While the basic preparation of Form 1041 shares many attributes with a trust or estate, knowing the differences is key to preparing the forms correctly.

  Learning Objectives

1) Understanding of differences between reporting Form 1040 and Form 1041 reporting.
2) Learn how to distinguish between tax treatment of deductions on a trust vs. estate.
3) Learn about frequently used tax elections available to trusts or estates.

Learning Level    Basic

Prerequisites & Advance Preparation

Continuing Education

IRS:  2 hours Federal Tax Topics   |   CTEC:  2 hours Federal Tax Topics   |   CA Bar:  1.75 hours Taxation Law  |  CPA CA:   2 hours Taxes


Member: $64.00 | Non-Member: $74.00 (Online registration closes at 11:59 PM on 6/18/24)  

In-Person Details

Santa Ana Elks Lodge
1751 S Elks Lane
Santa Ana, California 92705

(Registration at the door is permitted but meals will be limited to availability if not pre-registered)


  • 3:30 PM - Board Meeting
  • 4:30 PM - Social and Networking
  • 5:00 PM - Dinner
  • 5:30 PM: Education Program Begins
  • 7:30 PM: Education Program Ends

Cancellation/Refund Policies

Please contact the host Chapter at oc@csea.org for refund/cancellation policies related to this event.


Santa Ana Elks Lodge
1751 S Elk Lane
Santa Ana, CA 92705