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Course Book (PDF Download)
Navigating the Trust Process from Start to Finish $99.00



Copyright: September 2010
Product ID#: 53512DM
Online Access: 6 months from date of purchase

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Available for Immediate Download
 
From Event: Navigating the Trust Process from Start to Finish, held September 2010.

Program Description

Today's savvy clients are increasingly requesting trusts as a part of their estate or financial plans. Recently these vehicles have become a sought-after method for people to safeguard assets for themselves and their beneficiaries. Your clients rely on you to help them select the best options and walk them through these processes from start to finish. Are you confident you could give them the personalized and informed advice they need?

Order today to gain the skills and knowledge you need to ensure your clients' planning needs are met. Be prepared to answer questions by understanding the key elements of a trust. Sort through the different types of trusts available so you can match the appropriate plan to each individual situation. Recognize the essential drafting strategies that ensure well-crafted trusts. Keep your practice above reproach by adhering to established ethical standards. Steer clear of tax problems by ensuring your clients' trusts follow essential tax requirements. Refine your skills so you can easily and smoothly administer the trust.


Course Content
  • Types of Trusts and General Administration
  • Special Needs Trusts
  • Ethics and Trusts
  • The Tax Aspects of Trusts
  • Advising the Trustee of Investment Decisions
  • Drafting And Administration Issues That can Lead to Conflicts and Litigations

Continuing Education Credits:   

Continuing Legal Education - CLE: 7.20  MO -  Credit Approval Expiration 09/29/2012

* denotes specialty credits



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Eau Claire, WI 54702

Related Topics
Accounting
Banking & Finance
Estate Planning & Probate
Legal
Tax
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