Efficacy and Application of 30 Common Trusts Self-Study Webinar

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Revocable Living Trust

1 mins
Charitable Reminder Trusts

19 mins
Stand Alone IRA Beneficiary Trust

31 mins
Spendthrift trust

44 mins
Crummey Trust

52 mins
Grantor Retained Annuity Trust

76 mins
Qualified Terminal Intrest Trust

80 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)

Click to access more webinars on Latest Tax Updates | IRS Audit CPE Webinar | Trust & Estate Planning

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

Recommended For

This online CPE webinar for CPAs is recommended for all the finance professionals such as CFP, PFS, TEP involved in trust and estate planning for their clients.
This IRS approved CE course is recommended for EAs, AFSPs, and other tax professionals desiring to learn the aspect of trust and estate planning for tax planning.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Accounting Practice Owners
Accounts Director
Certified Financial Planner
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Enrolled Agent
Entrepreneurial Accountant
Entrepreneurial CPA
Senior Accountant
Tax Accountant (Industry)
Tax Attorney
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Professionals
Tax Pros
Trust & Estate Tax Professional
Young CPA

Course Qualification

Webinar Qualifies For

2 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00190-20-S)
2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
2 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0201)
2 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
2 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
2 CPD Credit for Trust and Estate Practitioners (TEP)
2 CE Credit of Estate Planning for Certified Financial Planner (US) (Approval No. 290810)
2 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00190-20-S)
2 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00190-20-S)
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)
2 General Credit for Accountant/Bookeeper
2 PL Credit for Chartered Financial Analyst (CFA)
2 CPE Credit of Estate Planning for Chartered Financial Consultant (ChFC)
2 CE Credit for Certified Senior Advisor (CSA)
2 CPE Credit of Estate Planning for Financial Services Certified Professional (FSCP)
2 CPE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
2 CPE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
2 CPE Credit of Estate Planning for Retirement Income Certified Professional (RICP)
0 CPE Credit of Estate Planning for Wealth Management Certified Professional (WMCP)
2 PL Credit for Certificate In Investment Performance Measurement (CIPM)
2 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-01225-22-S)

Additional details

Course Level :

Basic
Credits :

2
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

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.

NASBA APPROVED

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: www.NASBARegistry.org.

CTEC APPROVED

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 www.ctec.org.

Presenter

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

www.keeblerandassociates.com

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.

Faq

FAQs content

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