Content Provider
Keebler logo
Cpaedge middle080320
Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Cpece webinars
What CPAs and Financial Planners Should Know About Trusts and Estates

WHAT CPAS AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES

Cost Free
Presentation Length 1.5 hours

Recorded DateAugust 7, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course is on the inter-generational transfer of property - focusing on what the CPA should know about trusts and estates. 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 accomplish a certain tax result. Specific topics include:


  • 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 Objectives:


  • Learn how to read and understand estate planning instruments.

  • Learn basic fiduciary accounting principles.

  • Learn about select planning opportunities and traps.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged
Linkedin Twitter
Keebler logo

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

About Our Presenter

Keebler logo
At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.