Refine your trust administration skills - and discover new ones.Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs. Discover ways to recognize the different levels of trust intricacy depending on the type and value of the assets involved. You will learn valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues. Register today and reinforce your position as a top source for trust service. Course Objectives: Information on the duties and responsibilities of trustees Ways to resolve trust disputes calmly and effectively The importance and logistics of funding the trust Overview of the different types of trusts Expert advice on navigating the risks of trust investment duties Learning Objectives You will be able to identify the people involved in the trust process. You will be able to discuss trust provisions. You will be able to review the different types of trusts. You will be able to describe guardianship proceedings.
Who Should Attend?
This seminar is designed for attorneys, accountants, CPAs, trust administrators, trust officers, bankers, enrolled agents, financial planners, presidents, vice presidents, CFOs, controllers and tax managers.
Continuing Education Units
Bankers 8.0 including CTFA (FID) 8 CAC 1.0 CBC 1.0 CFP 8.0 CPE 8.0 including Specialized Knowledge and Applications 8 PACE 8.0 including ChFC 8; CLF 8; CLU 8; REBC 8; RHU 8 OK CLE 8.0 including Ethics 1
- Detailed Credit Information
This seminar consists of 8.0 contact hours.
Frequently Asked Questions