Surgent's What CPAs Should Know About Trust Instruments
Tuesday, Dec. 16, 2025
3-5 p.m. Central
2 CPE (2 technical) | 2 IRS CE
Course code: 25WS-1773
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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.
Major subjects
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Legal definitions and principals involving estates and trusts
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Basic principles regarding property ownership
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Types of trusts commonly used
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Trust accounting fundamentals
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Certain clauses that are important to understand
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Formula valuation clauses
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Requirements for a trust to be a qualified designated beneficiary of an IRA
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Using IRD to fund charitable bequests
Learning objectives
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Understand the fundamental legal principles of trust instruments
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Utilize trust instruments to accomplish certain tax results
Who should take this program?
- CPAS and trust and estate practitioners
Pricing
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Standard Member Fee |
$99.00
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 Standard Nonmember Fee |
$99.00
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