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
