Date/Time
1/16/2026
9:00 AM - 11:00 AM Central
9:00 AM - 11:00 AM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event 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.
Objectives:
Presenters:
Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Field of Study:
Taxes (2)
Major Topics:
Objectives:
- Understand the fundamental legal principles of trust instruments
- Utilize trust instruments to accomplish certain tax results
Presenters:
Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Field of Study:
Taxes (2)
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
Location
Webinar
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| 1/16/2026 |    |
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