Webinars With Industry Experts

30 Common Types Of Trusts: Part 1

Trusts have re-emerged as an important instrument for tax and financial planning professionals to distinguish themselves from salespeople.

Trusts have always been crucial to ultra-high net worth individuals, and the SECURE Act, which is expected to be signed later this year, expands the use of trusts to individuals with IRAs of $1 million or more.

This is the first of a two-class course on trusts, part of A4A's focus on skills you need now. It also differentiates you from financial product salespeople. This class covers 30 situations illustrating when a trust reduces taxes, legally shields, or otherwise enables prudent management of assets in the best interest of clients currently, as well as for an eternity, including:

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)

Robert Keebler, CPA/PFS, the quintessential financial planning practitioner, earned an average rating of more than 4.8 stars (out of five) from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, presents slides for 50 minutes and then answer questions.
Please submit questions about trust and estate tax cases.

To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

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. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

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.


How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.