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The Efficacy and Application of 30 Common Trusts

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CRTP
  • ChFC®
  • CSA
  • FSCP®
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CFP (US)

Published: July, 2021

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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 for Certified Financial Planner (US) (Approval No. 290810)
  • 2 CE Credit for Wealth Management Certified Professional (WMCP)
  • 2 CPD Credit for Trust and Estate Practitioners (TEP)
  • 2 CE Credit for Tax Professionals (Approval No. GEHNZ-T-00190-20-S)
  • 2 CE Credit for Retirement Income Certified Professional (RICP)
  • 2 CPD Credit for Personal Financial Specialist (PFS)
  • 2 CE Credit for Financial Services Certified Professional (FSCP®)
  • 2 CE Credit for Annual Filing Season Program (AFSP)
  • 2 CE Credit for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0201)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 CE Credit for Certified Senior Advisor (CSA)
  • 2 CE Credit for Chartered Advisor in Senior Living (CASL)
  • 2 CE Credit for Chartered Financial Consultant (ChFC®)
  • 2 CE Credit for Chartered Special Needs Consultant (ChSNC)
  • 2 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00190-20-S)

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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  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

65 Ratings

Excellent

30

Very Good

23

Average

11

Poor

0

Terrible

1

PS

Patti Snow, EA

Nov 18th, 2021

very well presented

AC

Amy Cao, CFP (CA)

Oct 20th, 2021

great

DM

Dan Mccarthy

Aug 3rd, 2021

Robert’s knowledge of.Trust Law is so apparent and awesome. His presentation is fantastic and really challenges me to know more.

PJ

Paul Joyce, ACCT/BK, EA

Jan 1st, 2022

Way too technical. Good for overview of trust and to act as a starting point if involved or going to be involved in trust work or possible client advice.

LM

Laura Mcnutt

Sep 21st, 2021

Bob Keebler is such a terrific presenter and his materials are always clear and understandable.