Practical Introduction to Trust Law and Common Trust Structures
This practical introduction to trust law covers key underlying legal principles, best practices for determining overall client objectives, and top trust options used by estate planning professionals today. Whether you're just starting your trusts practice, occasionally encounter trusts in your work, or are looking for a practical refresher - this is the course for you. Register today!
Understand key legal terms and concepts used in trust creation and administration.
Learn the differences between revocable and irrevocable trusts.
Get all the client information you need to choose a trust best suited for them.
Understand which trusts are used for tax planning vs. disability planning, asset protection, and more.
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to:1. Identify the key parties to a trust.2. List key information that must be obtained during client intake.3. Name at least one trust used in disability and LTC planning.Field(s) of Study -- Specialized Knowledge.
Douglas A. Fendrick maintains his law office of Fendrick Morgan, in Voorhees, New Jersey. His practice concentrates in the areas of estate planning, elder law and estate administration. Mr. Fendrick is admitted to practice in New Jersey and Pennsylvania, and before the U.S. Tax Court. He is a certified elder law attorney through the National Elder Law Foundation, an accredited estate planning specialist through the American Bar Association, and a certified public accountant. Mr. Fendrick is accredited by the Veterans Administration to counsel clients regarding veterans benefits. He was a former trial attorney with the Office of Chief Counsel, Internal Revenue Service in Philadelphia, Pennsylvania. Mr. Fendrick is a member of the Camden County and Burlington County bar associations, as well as the South Jersey Estate Planning Counsel. He earned his B.S. degree, cum laude, from Rider University, his J.D. degree from Rutgers University School of Law and his LL.M degree from Temple University.
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