Corporate Transparency Act: Pulling Back the Curtain and Shining a Spotlight on Client Assets

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Corporate Transparency Act: Pulling Back the Curtain and Shining a Spotlight on Client Assets

Trusts & Estates Section

Credit(s):

1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits

Course Number:

TE_12-06-23

Original Program Date:

December 6, 2023

Duration:

59 minutes

Access:

Available for 3 months after Registration

Passport:

This product is Passport Eligible

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Category: Trusts & Estates, Closed Captioned Courses

Category: Trusts & Estates, Closed Captioned Courses (show less)

The Corporate Transparency Act (CTA) takes effect January 1, 2024. Despite the name it has broad implications for trusts and estates practice. The CTA is meant to pull back the curtain and shine a spotlight on client assets, and reporting obligations extend to their professional advisors (in some cases). This session will identify who the CTA applies to, what must be done and when to comply, and considerations and suggestions for estate planners in advance of the effective date.

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Non-Member Price

$65.00

Member Price

$45.00