Trusts & Estates For Investment Advisors And Financial Planners
Free Resources For Tax And Financial Professionals
Class description: 2021 Wealth Transfer Planning for IRA Accounts
A4A Launches 12-Credit Financial Counseling Course
This is a survey course on intergenerational transfers of property, focusing on what investment advisors need to know about trusts and estates. It covers a broad swath of topics, including:
• legal definitions and principles of trusts and estates
• principles of property ownership
• probate basics
• federal versus state laws
• types of trusts and bequests
• titling of assets
• trust accounting concepts
• key trust clause
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession.
This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.
More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.
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