Customer Service: 800-778-7436     

To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Introduction to Trusts for Accounting and Finance Professionals (TRU2)

Tuesday, July 28, 2026
10:00 AM - 12:00 PM (Eastern)

Daniel Johnson, CFP, EA, AEP

  • Format Webinar
  • Credits 2.00
  • Level Basic
  • Field of Study Taxes (2)

$99.00

Buy Now

Overview

Trusts are widely used in personal and business planning, yet many professionals encounter them without formal training. This course explains how trusts function, who is involved, and why different trust structures are used. Participants will gain a working understanding of trust mechanics, basic tax and accounting considerations, and common trust arrangements seen in estate planning, along with an introduction to how irrevocable trusts may be modified when circumstances change.

Major Topics:

  • How trusts are created, funded, and administered
  • Roles and responsibilities of grantors, trustees, beneficiaries, and other fiduciaries
  • Common reasons for using trusts, including management, protection, and transfer planning
  • Trust duration rules and modern statutory approaches
  • Basic trust accounting concepts and fiduciary income taxation
  • Differences between revocable and irrevocable trusts for tax and control purposes
  • Overview of frequently used estate planning trusts and their typical objectives
  • Methods for modifying or restructuring irrevocable trusts under current law

Learning Objectives

  • Explain the basic structure and operation of a trust
  • Identify the key parties involved and their responsibilities
  • Distinguish between major categories of trusts and their planning uses
  • Recognize when tax and accounting rules differ from individual ownership
  • Understand general methods available to adjust irrevocable trusts after creation

Who should take this course:

Accounting and finance professionals who advise clients about trust structures

None

None

Yes

No

No

loading

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:

GO BACK
CHECK OUT NOW

Loading...

QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
CPE Webinars
CPE Webinars

Thank You!

Thank You! Your subscription has been submitted.