Description
Note: This course was previously titled Basic Characteristics of a Trust.
Explains the basic categories that all trusts fall into, and it goes into detail about the different attributes that trusts can have. Prepares learners to answer client questions and match the needs of clients to a particular type of trust.
What You’ll Learn
After completing this course, students will be able to:
- Explain the characteristics of testamentary and living trusts, including revocable and irrevocable living trusts
- Describe the types of trusts that support a specific need
- Describe the types of trusts used to protect or transfer assets
