The Complete Trust Workshop

This course provides in-depth information that will enable practitioners to make well-informed decisions as to whether or not a trust is the appropriate vehicle for clients' financial, estate, and/or asset protection plans and, if so, how the trusts can be best implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes at both the federal and state level.

LEARNING OBJECTIVES:
Upon successful completion of this course, participants will be able to:

• Identify the role of the trustee and avoid problems relating to the trustee.