Just Became Trustee of Your Parent's Trust?

I'm Margaret Schopp — a CPA with a Master of Science in Taxation and a member of the American Institute of Certified Tax Coaches. I founded Schopp & Co. and specialize in trust, estate, and gift taxation.

I built The Confident Trustee because I'm the friend people call when their parent dies and they suddenly become trustee. Weekend visits turn into kitchen-table conversations about trusts, tax returns, deadlines, and the very real overwhelm of being handed a job nobody prepared you for. This course is that conversation — for people who need it but don't know me personally.

• How to get an EIN for the trust — and the date-field trap most new trustees fall into
• What the trust's tax return (Form 1041) is, and how it's different from a personal return
• Schedule K-1s to your beneficiaries: what they are, when to send them, and what to tell your siblings
• Why trust tax brackets are "compressed" — and what that means when you make distributions
• The deadlines you can't miss (and what to do if you already did)

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