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Need more CPE this year? Get this course plus unlimited live webinars through 12/31 for just $649!

What CPAs Should Know About Trust Instruments (TRIT)

Thursday, December 1, 2016
01:00 PM - 03:00 PM (Eastern)

Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

  • Format Webinar
  • Credits 2
  • Level
  • Field of Study Accounting (2)

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:

CPAS and trust and estate practitioners

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