Webinar Registration

What Financial Planners and CPAs should know about Trusts and Estates
(IAR Elig) - 05.10.2025
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Saturday, May, 10
|
ET
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120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

What You'll Learn

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

This course is on the intergenerational transfer of property and will focus…

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Webinars are for Financial professionals only. Exceptions may be made for clients of Financial Experts Network subscribers.

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What You'll Learn
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Webinar Description

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

This course is on the intergenerational transfer of property and will focus on what CPAs should know about trusts and estates. It will cover many topics ranging from fundamental legal principles of trusts and estates to how language in the trust instrument accomplishes a particular tax result.

We 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. We 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

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.