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What CPAs Should Know About Trust Instruments (TRIT) (SUTRIT04)

 
Date:Friday, January 26, 2018
Time:10:00AM - 12:00PM
(Registration at 9:30 AM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Robert Keebler
Vendor:Surgent McCoy
Course Level:Intermediate
Early Bird Price:$89.00 FICPA Members, $119.00 Non-Members

Description:
This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language in the trust instrument to accomplish a certain tax result.

Objectives:
  • Understand the fundamental legal principles of trust instruments
  • Utilize trust instruments to accomplish certain tax results


Major Topics:
  • Legal definitions & principals involving estates & trusts
  • Basic principles regarding property ownership
  • Types of trusts commonly used
  • Trust accounting fundamentals
  • Certain clauses that are important to understand
  • Formula valuation clauses
  • Requirements for a trust to be a qualified designated beneficiary of an IRA
  • Using IRD to fund charitable bequests


Who Should Attend:
CPAS and trust and estate practitioners

Prerequisite:
None

Advanced Preparation:
None

Session/Options

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Registration Status: OPEN