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Embark on a transformative journey with Bob Keebler, CPA, a luminary in the field of intergenerational wealth transfer. This meticulously designed course goes beyond the basics, diving into the intricate world of trusts and estates. As a trusted advisor, you'll acquire a deep understanding of how to strategically navigate this complex arena, ensuring a seamless transition of wealth across generations.

Special Note: This program is also approved for two CE credit hours for Investment Advisor Representatives.

Bob Keebler will lead you through the labyrinth of legal definitions and principles that form the bedrock of estates and trusts. You'll gain insights into property ownership's core tenets and explore a variety of trusts, their uses, and their impact. The course doesn't stop there; it delves into the nuances of trust accounting, unveiling the crucial clauses that drive tax outcomes and the mastery of formula valuation clauses.

Our Learning Objectives are tailored to not just inform, but empower. You'll master the art of interpreting estate planning instruments, understand the foundation of fiduciary accounting, and uncover strategic planning opportunities alongside potential pitfalls. The course will also guide you in recognizing the prerequisites for a trust to be a qualified designated beneficiary of an IRA and teach you the savvy use of IRD in funding charitable bequests.

Bob will also discuss the legal definitions and principles of estates and trusts, the basic principles regarding property ownership, and the types of trusts commonly used. Bob will also delve into trust accounting fundamentals and the specific clauses that are important to understand, including formula valuation clauses.

Learning Objectives:

  • Determine how to read and understand estate planning instruments
  • Identify basic fiduciary accounting principles
  • Recognize select planning opportunities and traps
  • Identify the requirements for a trust to be a qualified designated beneficiary of an IRA
  • Determine how to use IRD to fund charitable bequests

*CE/CPE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 2 CPE credit. This program is also approved for two CE credit hours for Investment Advisor Representatives. 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) 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:

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