Description

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

Additional information

Audience	Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
Length	Approximately 30 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