Karl
Level 8
Level 8

I don't know of anything Lacerte specific, but I found this.  It's a Wolters Kluwer, so a competitor, but it doesn't look to be software specific.

https://www.cchcpelink.com/self-study/charitable-remainder-trusts-and-preparing-form-5227/20207/

I would focus on the form/topic training, and make your firm's procedures to scrutinize the first several to make sure the Lacerte inputs get you the form outputs you need.

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