Print Page   |   Contact Us   |   Your Cart   |   Sign In   |   Join
What CPAs Should Know About Trust Instruments (TRIT)
Register Tell a Friend About This EventTell a Friend
 

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.

 Export to Your Calendar 12/1/2017
When: Friday , 1 December , 2017
11:00:00 AM - 1:00:00 PM
Where: Webcast/Webinar
United States
Presenter: Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Contact: April Deneault
801-466-8022


Online registration is available until: 12/1/2017
« Go to Upcoming Event List  

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.

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

Design For
CPAS and trust and estate practitioners

Membership Management Software Powered by YourMembership  ::  Legal