Trusts 101 (Retired)

$0.00

This course will explore the various types of trusts commonly used in the estate planning realm, as well as the planning considerations practitioners utilize when deciding the appropriate trust vehicle for their client.  Additionally, this course will cover tax treatments of the various trusts and will provide a high level overview of trust administration.

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Event Details

Course Type

Course Instructor

Chelsea E. Hunter, Esq.

Original Date Of Course

General Credits

0

Course Description

This course will explore the various types of trusts commonly used in the estate planning realm, as well as the planning considerations practitioners utilize when deciding the appropriate trust vehicle for their client.  Additionally, this course will cover tax treatments of the various trusts and will provide a high level overview of trust administration.

Syllabus

  1. Types of trusts and planning considerations
  2. Trust fundamentals
  3. Taxation of trusts
  4. Trust administration

Instructor

Chelsea E. Hunter, Esq.