VASEA Fall Education Seminar

  • 11/09/2026
  • 11/10/2026
  • 2 sessions
  • 11/09/2026, 8:00 AM 12:00 PM (EST)
  • 11/10/2026, 8:00 AM 12:00 PM (EST)
  • Virtual via BigMarker

Registration


Register


The VASEA Annual Fall Seminar is an event designed to keep tax professionals informed and prepared heading into year-end. This year’s seminar will focus on Trusts, offering timely insights, practical guidance, and expert-led discussions on planning strategies, compliance considerations, and common pitfalls. Join us online for an engaging and informative session tailored to help you better serve your clients with trust-related matters.

VASEA 2-Day Fall Education Seminar

Monday, November 9 and Tuesday, November 10, 2026

Virtual

8 Hours of CE


Speaker

Steve Siegel

Topics

Monday, November 9th

Basic Characteristics & Elements of a Trust

Living Testamentary, Bypass, Disclaimer, & Clayton Election Trusts

Using Trusts for Marital Deductions. Children, and Grandchildren

Life Insurance Trusts


Tuesday, November 10th 

Charitable Trusts and Unitrust, Grantor Retained Interest Trusts

Various Trusts: IDGT, SLATS, DAPTS, INGS, QSST, ESBT

Beneficiary Controlled Trusts

Dynasty Trusts

Special Needs Trusts

Directed Trusts

Delaware Statutory Trusts

Silent Trusts


VASEA Member Registration Fees: $200

Non-Member Registration Fees: $300

Join VASEA for $90 and enjoy member rates at our events all year long!



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