The importance of trusts in the planning process continues to grow, not only for the wealthiest 1% of Americans, but for a broad swath of the population as well. Issues of financial management, asset protection, maturity concerns, matrimonial problems, and tax planning can all be addressed with the use of trusts. This course covers the requirements and planning considerations for a wide range of trusts, including living trusts, life insurance, and retirement trusts as well as trusts to be used in business succession planning, for S corporation shareholders, for use in charitable planning, and special needs.
Upon successful completion of this course, participants will be able to:
- Understand how and when planners recommend trusts as part of life plans and estate plans
- Identify the basic trust relationships
- Identify how choices of fiduciary and beneficial interests are determined
- List the many types of trusts available for planning in all types of client situations
- Identify which types of trusts will make sense to recommend to your clients
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