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Trust Administration for CPAs & Advisors: What You Need to Guide Your Clients

TRUST ADMINISTRATION FOR CPAS & ADVISORS: WHAT YOU NEED TO GUIDE YOUR CLIENTS

This webinar was previously titled TRUST ADMINISTRATION: PRACTICAL CONSIDERATIONS FOR PRACTITIONERS

This webinar is intended for lawyers, CPAs, trust officers, and financial advisors.
Cost $20.00
Presentation Length 2.0 hours

Recorded DateJuly 15, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

In this webinar, Robert Keebler, CPA/PFS, MST, AEP, and Martin Shenkman, CPA/PFS, MBA, JD, LLM, AEP, will provide practitioners with important content that addresses how CPAs, wealth advisers, and attorneys can assist clients in the operation and administration of irrevocable trusts.

Learning Objectives:


  • Organize the practical steps to consider in trust administration

  • Determine how trust terms affect the administration of the trust

  • Identify what preliminary steps might be helpful to take to guide clients on proper trust administration steps

  • Define how swap and loan powers should be administered

  • Recall what special considerations of 2021 planning should be reflected on 2021 gift tax returns

  • Recognize what ancillary documentation should be addressed to support various planning techniques

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. CPA Magazine has also named him one of the top 100 most influential practitioners in the United States and one of the top 40 tax advisors to know during a recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. 

Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and estate, gift, and income tax examinations and appeals. He has received more than 200 favorable private letter rulings, including several key rulings of “first impression.” 

He is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute.
 

Martin Shenkman

Shenkman Law
Dual Practitioner, Financial Planner
shenkman@shenkmanlaw.com
(201) 845-8400

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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey, and New York City, New York, with Shenkman Law. His practice focuses on estate and tax planning as well as planning for closely-held businesses and estate administration. Throughout his career, Mr. Shenkman received awards and acknowledgments from the New Jersey Bar Association, Worth Magazine, CPA Magazine, the American Cancer Society, and the AICPA. Mr. Shenkman holds a Bachelor of Science from the Wharton School at the University of Pennsylvania, an MBA from the University of Michigan, a law degree from Fordham University School of Law. He is admitted to the bar in New York, New Jersey, and Washington D.C.

About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.