Fundamental Concepts of Trusts & Estates for Planning & Compliance

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Recent shifts and changes in the taxation of estates and trusts have also changed some of the planning techniques that practitioners should consider when advising clients. This full-day CPE webinar will help you explore the fundamental concepts of trusts and estates for planning & compliance that may help provide your clients with greater value.

Tax and estates can be used for many purposes. Intergenerational wealth planning and transfer are one of them. This webinar covers a broad number of topics ranging from the fundamental legal principles necessary for the trusts and estate practitioners to revise. The ability of language in the trust instrument accomplishes a certain tax result.

With the increased use of trusts and estates for long-term tax planning and wealth transfer, the complex requirements need to be explained to detailed on the tax return. This online CPE course on taxes provides a refresher on Form 1041 – the US Income Tax Return for Estates and Trusts and covers the aspects of the same that can help professionals prepare better returns based on basic understanding.

A trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing your assets, whether you’re trying to shield your wealth from taxes or pass it on to your children. Practitioners must navigate the correct understanding for suggesting to clients the effective role a specific trust can play for them. This course covers the 30 most popular trusts and their in-depth understanding.

Trusts and estates can play a crucial role in IRA planning and opportunities to preserve retirement funds after death. With a solid understanding of IRA provisions, this course offers helps to plan around key issues and identify the opportunities. It helps explore and avoid rules, traps, and regulations to make your life easier. Rich with flowcharts, tables, and spreadsheets, this course is perfect for your refresher needs. 

This  Trust and Estate Planning cover the following Key Topics: 

  • Key legal definitions principles of estates, trusts, and property ownership.
  • Types of trusts commonly used, Trust accounting fundamentals, and important clauses including formula valuation clauses.
  • Requirements for a trust to be a qualified designated beneficiary of an IRA.
  • Using IRD to fund charitable bequests.
  • 30 common types of trusts and their unique differentiating factor in-depth including grantor trusts, CRTs, RLT, IDGT, CLT, ILIT, SNT, GRAT, GRUT, GRIT, SLAT, QDOT, QPRT, ING, ESBT, QSST, and others.
  • Bracket management, shifting income with trust distributions, limit on miscellaneous itemized deductions, state income tax planning for trusts, and Form 1041 examples
  • Understanding important rules and traps under key types of trusts
  • Payouts when a Beneficiary Dies
  • Understanding the Special Rules for Eligible Beneficiaries and Eligible Beneficiary Trusts
  • The Impact of ERISA, REA, and Community Property
  • Using the State Trusts to Reduce State Income Taxes
  • Spousal Rollovers Outright and from Trusts

Specifically designed for CPAs and financial planners, this full-day CPE course develops a fundamental understanding of trusts and estate to serve the clients better. Robert Keebler is an expert advisor in family wealth transfer, estate planning, and retirement distribution planning and an ideal one to take the subject forward.

Learning Objectives

  • To identify how to read and understand estate planning instruments.
  • To recognize basic fiduciary accounting principles and fundamentals
  • To identify select planning opportunities and traps
  • To identify different types of trusts for income tax purposes.
  • To recall the concepts of Fiduciary accounting

Recommended For

  • This IRS-Approved CE course is recommended for EAs, ERPAs, AFSPs, Tax Practitioners, Tax Planners, and Other Tax Professionals engaged in or desiring to learn about trusts and estate planning and associated compliances.
  • This CPE course is recommended for CPAs, TEPs, PFS, CVAs, CFAs, and Other Finance Professionals, who desire to learn about trust and estate planning and compliance.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • California Registered Tax Professional
  • Certified Senior Advisor
  • Certified Valuation Analysts
  • CPA - Large Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Private Wealth Advisor
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 8 CE Credit for Certified Senior Advisor (CSA)
  • 8 PL Credit of Estate Planning for Chartered Financial Analyst (CFA)
  • 8 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00268-20-O)
  • 8 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
  • 8 CPD Credit for Trust and Estate Practitioners (TEP)
  • 8 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00268-20-O)
  • 8 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00268-20-O)
  • 8 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 8 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 8 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0829)
  • 8 CPE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
  • 8 CPE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
  • 8 CPE Credit of Estate Planning for Chartered Financial Consultant (ChFC)
  • 8 CPE Credit of Tax Planning for Financial Services Certified Professional (FSCP)
  • 8 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 8 CE Credit for Certified Wealth Strategist (CWS)
  • 8 General Credit for Accountant/Bookeeper
  • 8 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-00569-21-O)
  • 8 PL Credit of Estate Planning for Certificate In Investment Performance Measurement (CIPM)
  • 8 CPE Credit of Estate Planning for Retirement Income Certified Professional (RICP)
  • 8 CPE Credit of Estate Planning for Wealth Management Certified Professional (WMCP)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
  • Advance Preparation :


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at


About Presenter

Robert Keebler, CPA (US), CGMA, CPA/PFS, AEP

Partner, Keebler & Associates LLP

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 National Association of Estate Planners & Councils. He has also been named by CPA Magazine as 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 in estate, gift and income tax examinations and appeals, and 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 Company

Keebler & Associates LLP

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.


FAQs content

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  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review


113 Ratings



Very Good









Stephanie Bigwood, CFP (US), EA

Dec 30th, 2020

I signed up the day before the course, so I didn't have much time to prepare for the course. I spent all night downloading and printing the handouts as my high-speed printer is not working right now and I was using a portable printer (slow). I will keep studying - the handouts and the presentation were both fantastic; I just need to catch up as it was a lot to take in at one time. Thanks for a great course!


Donna Bestebreurtje, EA

Jun 1st, 2022

I was extremely impressed with both speakers and their knowledge of the subject area. Thank you for a great learning webinar!


Monica Vasquez, EA

Jul 21st, 2022

Lots of great information and scenerios that were shared. This helps so much!!


Joann Lewinski, CPA (US)

Dec 30th, 2021

This was the best Trust seminar I believe I have ever attended.


Stasia Madigan, CPA (US)

May 18th, 2022

Such great content!

Fundamental Concepts of Trusts & Estates for Planning & Compliance


8 Credits

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