Surgent's What CPAs Should Know About Trust Instruments

Friday, September 3 1:00pm - 3:00pm

(Check-In 12:30pm)

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00


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.


  • 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

Instructor Name: Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA



Designed For

CPAS and trust and estate practitioners


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




You will receive an email confirmation from with your login instructions.

Non-Member Price $124.00

Member Price $89.00