“Trusts as S Corporation Shareholders” White Paper

Preserve S Corporation Status with the Right Trust Planning

In this authoritative 3-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) breaks down the complex rules for allowing trusts to serve as S corporation shareholders. From grantor trusts to QSSTs and ESBTs, Keebler explains which trusts qualify, how to maintain compliance, and what advisors must know to avoid triggering a termination of S status. A must-read for estate planners, CPAs, and business succession advisors.