Types of Trusts

$135.00

SKU: 10158 Category: Tag:

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

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