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Tuesday, January 6, 2026 Live Webcast

What CPAs Should Know About Trust Instruments Webinar (X1-TRIT-2026-01-WEBNR-6-01)

1:00 PM - 3:00 PM EST
webcast

Vendor Platform

2 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

Read bio

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on January 6 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

AREAS OF INTEREST