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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 DateNovember 13, 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. We will be focusing on what CPAs should know about trusts and estates. It will cover many topics ranging from the fundamental legal principles necessary for the trust and estate practitioner to understand how language in the trust instrument accomplishes a particular tax result. 

We will also discuss the legal definitions and principles involving estates and trusts and the basic principles regarding property ownership and the types of trusts commonly used. We will also delve into trust accounting fundamentals, the specific clauses that are important to understand, and formula valuation clauses.

Learning Objectives:


  • Determine how to read and understand estate planning instruments

  • Identify basic fiduciary accounting principles

  • Recognize select planning opportunities and traps

  • Identify the requirements for a trust to be a qualified designated beneficiary of an IRA

  • Determine how to use IRD to fund charitable bequests

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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 the National Association of Estate Planners & Councils. CPA Magazine has also named him 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 estate, gift, and income tax examinations and appeals. 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

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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.