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Friday, January 17, 2020 Webcast

What CPAs Should Know About Trust Instruments (X1-TRIT-2020-01-WEBNR-17-01)

1:00 PM - 3:00 PM EST
webcast

Webcast

2.0 CPE Credits in TX

OVERVIEW

This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language in the trust instrument to accomplish a certain tax result.

DESIGNED FOR

CPAS and trust and estate practitioners.

BENEFITS

  • Understand the fundamental legal principles of trust instruments
  • Utilize trust instruments to accomplish certain tax results

HIGHLIGHTS

  • Legal definitions & principals involving estates & trusts
  • Basic principles regarding property ownership
  • Types of trusts commonly used
  • Trust accounting fundamentals
  • Certain clauses that are important to understand
  • Formula valuation clauses
  • Requirements for a trust to be a qualified designated beneficiary of an IRA
  • Using IRD to fund charitable bequests

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Robert Keebler

Robert S. Keebler

Robert S. Keebler is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.

PRICING

$89.00 - Member

$89.00 - Non Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent