CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

The Efficacy and Application of 30 Common Trusts

3.5 (2)

Robert Keebler, CPA, CGMA, CPA/PFS, AEP

Keebler & Associates LLP

Wednesday, March 10, 2021 | 12:30 PM EDT

  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • Oregon Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC

2 Credits

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00190-20-O)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0201)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CPD credit (Verifiable) of Estate Planning for PFSs

2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00190-20-O)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00190-20-O)

2 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 289992)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

the evolutionary origins of stigmatization around building offshore teams for accounting firms

(14)

Jul 23, 2021 | 12:00 PM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jul 23, 2021 | 12:00 PM EDT View Details

the power and essentials of estate planning

Jul 23, 2021 | 12:00 PM EDT View Details

annual federal tax update - individuals (form 1040)

(3)

Jul 23, 2021 | 12:00 PM EDT View Details

risk assessment for non-profit organizations with less than $10 million in revenues

Jul 23, 2021 | 12:30 PM EDT View Details

money laundering- how it works?

(1)

Jul 23, 2021 | 12:30 PM EDT View Details

how much is too much to pay a trustee

(25)

Jul 23, 2021 | 12:30 PM EDT View Details

managing remote staff: best practices

Jul 23, 2021 | 01:00 PM EDT View Details

how to make it easy for clients to work with your accounting firm

Jul 23, 2021 | 01:00 PM EDT View Details

quickbooks online for accountants work centre - managing you practice

(2)

Jul 23, 2021 | 01:30 PM EDT View Details

identifying leases under the new asc 842

(1)

Jul 23, 2021 | 01:30 PM EDT View Details

clarity practice management: demo for public accountants and tax preparers

Jul 23, 2021 | 02:00 PM EDT View Details

xbrl and compliance with sarbanes-oxley

Jul 23, 2021 | 02:30 PM EDT View Details

business activity taxes – where are businesses and their owners required to file and pay state income taxes?

(16)

Jul 23, 2021 | 03:00 PM EDT View Details

why you should care about the cares act

(40)

Jul 23, 2021 | 03:00 PM EDT View Details

Course Description

When you hear the words “trust” or “trust fund,” the first image that may come to mind is a wealthy family in a mansion with inherited wealth passed down from generation to generation. However,  you don’t have to be a member of the Rockefeller or Gates families to set up and benefit from a trust. 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.

Trust terminology can unfortunately be very confusing. A 100-page document is often named using the terms of a single-clause. However, practitioners must navigate this strange practice if they are to effectively advise their clients. In this presentation I will cover 30 of the most popular types of trusts and explain in what situations they are generally effective for clients.

Highlights of the webinar :

  • Revocable Living Trust (RLT)
  • Irrevocable Trusts
  • Simple Trusts; Complex Trusts
  • Intentionally Defective Grantor Trust (IDGT)
  • Charitable Remainder Trust (CRT)
  • Charitable Lead Trust (CLT)
  • Irrevocable Life Insurance Trust (ILIT)
  • Stand-Alone IRA Beneficiary Trust
  • Special Needs Trust (SNT)
  • Minor Trust
  • Spendthrift Trust
  • Blind Trust
  • Discretionary v. Non-Discretionary Trust
  • Medicaid Trust
  • Crummey Trust
  • 2642(c) Trust
  • Bypass Trust (B-Trust or Credit Shelter Trust)
  • Qualified Terminal Interest Property Trust (QTIP Trust or marital trust)
  • Dynasty Trust (GST Exempt Trust)
  • Grantor Retained Annuity Trust (GRAT)
  • Grantor Retained Unitrust (GRUT)
  • Grantor Retained Income Trust (GRIT)
  • Spousal Lifetime Access Trust (SLAT)
  • Qualifying Domestic Trust (QDOT)
  • Qualified Personal Residence Trust (QPRT)
  • Incomplete Gift Non-grantor Trust (ING)
  • Domestic Asset Protection Trust
  • Foreign Trust
  • Electing Small Business Trust (ESBT)
  • Qualified Subchapter S Trust (QSST)

Learning Objectives

  • To identify how trusts may protect assets and perpetuate family wealth over multiple generations
  • To identify the areas of trusts in connection with disability, charity, life insurance, leveraging gifts, principal residences, and minors

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 2
    [average] => 3.5000
)
 

3.5

(2)
50%
0%
0%
50%
0%

LS

The presenter was presenting old information in some cases and the slide deck was little more than a script he read from. This is the worst kind of presenting.