CPE Course Surgent's What CPAs Should Know About Trust Instruments

December 21, 2021

1:00 PM — 3:00 PM

Location Webinar

Member Price $89.00
Non-member Price $119.00

Curriculum Taxation

Field of Interest

Level Intermediate

Designed For

CPAS and trust and estate practitioners

2.00 credits

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


  • 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





Surgent McCoy CPE, LLC

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