Types of Trusts

$135.00

  • Total

SKU: 10158 Category: Tag:

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

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

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