Course Description
Most people think estate planning is about their death. But it’s really not. It’s about your control over your assets — control while you’re living, and control after your death. One of the most basic ways to gain control is through a simple will. But for people with more complex concerns, trust can also come in handy for controlling your assets.
Tax planning takes on more importance when there are different tax rates for individuals and trusts. New ideas for financial planning for retirement must be considered. The purpose of this online CPE/CE course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This online continuing education course will provide you with a practical guide to getting involved in estate planning and administration for CPAs, CFPs, TEPs, CTECs, and Other Professionals who are looking for good ideas that can save clients money!
It seems that most webinars of trust and estate planning cover the basic techniques of estate planning and administration, but fail to discuss how to begin practicing in this field, and what the role of the CPA might be.
In this Online CPE course, you will learn the inter-generational transfer of property - focusing on what the CPA and Other Financial Planners should know about trusts and estates. It will cover a broad number of topics ranging from the fundamental legal principles necessary for the trust and estate practitioner to understand. The ability of language in the trust instrument accomplishes a certain tax result.
This online CPE webinar
covers the following key topics:
- Legal definitions and principles 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
Click here for more webinars on Trust, Estate, and Financial Planning
Robert Keebler is an expert advisor on family wealth transfer. estate tax planning and retirement distribution planning advisor.
Learning Objectives
- To Learn how to read and understand estate planning instruments.
- To Recall the basic fiduciary accounting principles and fundamentals
- To Recognize the planning opportunities and traps
- To Identify certain clauses that are Important to understand and basic principles regarding property ownership
- To Identify Requirements for a trust to be a qualified designated beneficiary of an IRA
Who Should Attend?
- Accounting Firm
- Certified Financial Planner
- CPA - Large Firm
- CPA - Mid Size Firm
- CPA - Small Firm
- Enrolled Agent
- Estate Planners
- Financial Planner
- Personal Financial Specialist (PFS)
- Senior Accountant
- Staff of Accounting Firm
- Tax Attorney
- Tax Firm
- Tax Managers
- Tax Practitioners
- Tax Preparer
- Tax Pros
- Trust & Estate Tax Professional
