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Audio CD + Course Book (Hardcopy)
Fundamentals of Trust Administration $219.00



Copyright: February 2012
Product ID#: 58058CM

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From Event: Fundamentals of Trust Administration, held February 2012.

Program Description

Your firm may use some of the most sophisticated tools available to establish a strong estate plan for your client, but the true test of that plan comes with its implementation. In order to bring all your carefully laid plans to fruition, you need to be up to speed on the issues you may face when called on to administer an existing trust. Don't miss this opportunity to strengthen your knowledge and skills. This fundamental overview will provide you with the solid foundation you need to successfully administer trusts. Order today!


Course Content
  1. The Laws and Rules Governing Trustees
  2. Non-Monetary Aspects of Trust Administration
  3. Overcoming Ethical Challenges
  4. Keeping the Books – Accounting in Trust Administration
  5. Essential Steps in Trust Termination

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 6.00IL02/16/2014
CLE 7.20MO02/16/2014

* denotes specialty credits



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