Surgent's What CPAs Should Know About Trust Instruments (Webinar)

Code: WSTRIT08

Date Tuesday, January 28, 2020
Time 9:00 AM - 11:00AM
Central Time
Location Online
CPE credits CPE 2.0
Field(s)
of study
Taxes - Technical (2.0)
Instructor Robert Keebler, CPA/PFS, MST, AEP
Keebler & Associates, LLP
Fees
Standard member fee $89.00
checkmarkStandard nonmember fee $89.00

Members: Please log in to receive member fee.

Description

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 and principals involving estates and 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

Notes:

Course code Code WSTRIT08
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None