Webcast: What CPAs Should Know About Trust Instruments (XSTRIT117)
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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 8/8/2017
When: 08/08/2017
12:00 PM until 2:00 PM
Where: Webcast
SURGENT
TRIT-2017-01-WEBNR-220-01
United States
Presenter: Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA


Online registration is available until: 8/6/2017
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Acronym XSTRIT117
CPE 2 hours
Vendor Surgent
Category
Taxation
Level Intermediate
Prerequisite None
Adv Prep None
Yellow Book? No
Designed for CPAs and trust and estate practitioners
Registration
Member $89
CPA Non-Member $114

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course 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

  • Understand the fundamental legal principles of trust instruments
  • Utilize trust instruments to accomplish certain tax results

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