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What CPAs Should Know About Trust Instruments (TRIT)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Accounting
  • Level
  • Credits
    2
  • Qualifies for

    CPE

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.

Major Topics:

  • 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 Objectives

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

Who should take this course:

Designed for:

CPAS and trust and estate practitioners

Prerequisite:

None

Advanced Preparation:

None

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