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22WS-1264: Surgent's What CPAs Should Know About Trust Instruments (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Tuesday, December 20, 2022
Time 12:00pm - 2:00pm
Central Time
Location Online
CPE credits CPE 2.0
of study
Taxes - Technical (2.0)
2.0 IRS CE approved
Instructor Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
Keebler & Associates, LLP
Standard Member Fee $99.00
Standard Nonmember Fee $99.00


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.

Who should take this program?

CPAS and trust and estate practitioners

Major subjects

  • 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

Learning objective(s)

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


Course code Code 22WS-1264
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. None

If you have questions about this event, please call us at 952-831-2707.

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