Description

Provides ways to analyze structures used by clients to hold assets (trusts, LLC, LLP, corporations), and how they align with their strategies and goals.

What You’ll Learn

After completing this course, students will be able to:

Explain the reasons why certain legal structures are set up and how they meet the clients objectives

Explore the different forms of business entities and how they fit into the clients overall asset picture

Describe ways the advisor guides the client through life changes that impact retirement plan objectives

Describe how the advisor monitors the trust clients changing financial or personal circumstances that may require a trust review

Explore sections of a structure analysis matrix as a framework to analyze business entities, retirement plans and trust structures

Additional information

Audience
Length	Approximately 20 minutes
Credits	0.75 CTFA
Member Price	135.00
Non-Member Price	185.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online