Do You Know When
to Use Each of These 30 Trusts?

You may have heard of or know a little about the 30 most commonly used Trusts in estates and income tax planning, and asset protection - - but do you know when to use them? And do you know how to converse intelligibly about them with your clients and their advisors?

Whether you’re a CPA, tax preparer, financial advisor or attorney, you can benefit from this 90-minute presentation with nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, entitled, “The 30 Most Common Trusts: What You Need to Know″.

Bob will explain each of these trusts and pinpoint the situations where they can be most effective for your clients:

  1. Revocable Living Trust (RLT)
  2. Irrevocable Trusts
  3. Simple Trusts; Complex Trusts
  4. Intentionally Defective Grantor Trust (IDGT)
  5. Charitable Remainder Trust (CRT)
  6. Charitable Lead Trust (CLT)
  7. Irrevocable Life Insurance Trust (ILIT)
  8. Stand-Alone IRA Beneficiary Trust
  9. Special Needs Trust (SNT)
  10. Minor Trust
  11. Spendthrift Trust
  12. Blind Trust
  13. Discretionary v. Non-Discretionary Trust
  14. Medicaid Trust
  15. Crummey Trust
  16. 2642(c) Trust
  17. Bypass Trust (B-Trust or Credit Shelter Trust)
  18. Qualified Terminal Interest Property Trust (QTIP Trust or marital trust)
  19. Dynasty Trust (GST Exempt Trust)
  20. Grantor Retained Annuity Trust (GRAT)
  21. Grantor Retained Unitrust (GRUT)
  22. Grantor Retained Income Trust (GRIT)
  23. Spousal Lifetime Access Trust (SLAT)
  24. Qualifying Domestic Trust (QDOT)
  25. Qualified Personal Residence Trust (QPRT)
  26. Incomplete Gift Non-grantor Trust (ING)
  27. Domestic Asset Protection Trust
  28. Foreign Trust
  29. Electing Small Business Trust (ESBT)
  30. Qualified Subchapter S Trust (QSST)

The handout materials for this program will include slides covering each of these trusts, along with various visual aids and charts, which will be an invaluable tool when speaking with your clients or advisors!

Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.

  • Program Title: The 30 Most Common Trusts: What You Need to Know
  • Speaker:
  • Duration: 90 minutes

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as 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. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. 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 in estate, gift and income tax examinations and appeals.

In the past 20 years, he has received over 150 favorable private letter rulings including several key rulings of “first impression.” Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms.

Mr. Keebler is a member of the editorial board of the Society of Financial Service Professionals “Keeping Current” series. He is a featured columnist for CCH’s Taxes Magazine – “Family Tax Planning Forum,” Steve Leimberg’s “News of the Week Newsletter” and the Bureau of National Affairs Tax Division. Bob also had his article “Is That Your ‘Final’ Answer?” published in Tax Management Compensation Planning Journal. Bob frequently is quoted in national publications such as New York Times, Chicago Tribune, Baltimore Sun, Barrons, Bloomberg Wealth Manager, Financial Advisor, Forbes, Kiplinger, Lawyer’s Weekly, On Wall Street, The Wall Street Journal, USA Today, Wealth Manager and Worth in addition to many local and regional newspapers.

He is a frequent speaker for legal, accounting, insurance and financial planning groups throughout the United States at seminars and conferences on advanced IRA distribution strategies, estate planning and trust administration topics including the AICPA’s Advanced Estate Planning, Personal Financial Planning Conference and Tax Strategies for the High Income Individual Conference.

Mr. Keebler graduated (cum laude) from Lakeland College with a degree in Accountancy and the University of Wisconsin – Milwaukee with a Masters in Taxation. Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse where he concentrated in taxation.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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