Taxation of and Return Preparation for Income-Only and Children's Trusts (from Annual Advanced Elder Law Update 2014) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0 (GAL Incap: 1.0)

MCLE Credit: 1.0 (Ethics: 0.0; GAL Incap: 1.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 09/30/2017


A pre-recorded streaming VIDEO replay of one session from the September 2014 live seminar, 23rd Annual Advanced Elder Law Update Seminar.

GAL Continuing Credits: 1.0

Note: Your GAL certificate may be found at the front of your written materials.

Your client asked you to serve as trustee; it seemed like a good idea at the time. Now someone has asked if you filed the trust tax return and whether it affects their personal return. Do you have to file a return? Do you have to file a Virginia return too? If so, do you really have to file one each year? Should you have drafted the trust differently? Should you have become a CPA instead?


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Neil L. Rose, Willcox & Savage, P.C. / Virginia Beach

Neil L. Rose is a partner in the Virginia Beach office of Willcox & Savage P.C. where he practices primarily in areas of tax law, business organization, estate planning & administration.  Mr. Rose received his B.S. in Commerce from the McIntire School of Commerce at the University of Virginia, and his J.D. degree from the University of Virginia Law School, where he served as Notes Editor of the Virginia Tax Review, and a Masters in Taxation degree from Georgetown University Law Center.  He has served as chair of the Tax Section of the Virginia State Bar, as chair of the Elder Law Section of the Virginia Bar Association and currently serves as Chair of the Tax Section of the Virginia Bar Association.  While Mr. Rose was a U.S. Treasury Special Honors Attorney from 1983 until 1987, he worked in the National Office of the Internal Revenue Service.  He is a Fellow in the American College of  Trust and Estate Counsel and an Assistant Commissioner of Accounts for the Virginia Beach Circuit Court.  He has been included in the “Best Lawyers in America”.  He is a member of the Norfolk-Portsmouth, Virginia Beach, Virginia and American Bar Associations and a long time board member and past president of the Hampton Roads Tax Forum;  He has been a frequent speaker on business, taxation and estate planning topics before groups ranging from community groups to the Virginia AICPA, VA CLE, and the ABA tax section.

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