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What is the different between CPE and CE credits?

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THE EFFICACY AND APPLICATION OF 30 COMMON TRUSTS

5 (1)

Robert Keebler, CPA, , CGMA, PFS

Keebler & Associates LLP

CPA
EA
CTEC
TAX PROS
PFS
AFSP
TEP

Credits: 2 CPE | 2 CE

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CPD credit (Verifiable) of Estate Planning for PFSs

2 CPD credit (Verifiable) for Trust and Estate Practitioners

2 CE credit of Federal Tax for Oregon Tax Preparers

2 CE credit of Federal Tax for Maryland Tax Preparers

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

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

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Selfstudy Webinars

adding financial planning to your practice

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legal and financial strategies for legacy planning

(204) View Details

the definition of intangible assets as per ias 38

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legal and financial tax planning strategies

(219) View Details

legal and financial planning strategies for business owners

(85) View Details

legal and financial planning strategies for immigrants in the us

(77) View Details

incapacity planning guidelines for financial professionals

(105) View Details

how to deal effectively with irs examinations and criminal investigations?

(5) View Details

coronavirus impact on financial statements – going concern assumption

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identifying leases under the new asc 842

(1) View Details

ethics and conducts for ohio cpas

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ethics and conducts for south carolina cpas

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ethics and conducts for missouri cpas

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ethics and conducts for michigan cpas

(2) View Details

ethics and conducts for california cpas

(2) View Details

Before starting this self study program, please go through the instructional document.

Overview

Revocable Living Trust1 mins
Charitable Reminder Trusts19 mins
Stand Alone IRA Beneficiary Trust31 mins
Spendthrift trust44 mins
Crummey Trust52 mins
Grantor Retained Annuity Trust76 mins
Qualified Terminal Intrest Trust80 mins

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