Objectives
- Identify the areas of trusts in connection with disability, charity, life insurance, leveraging gifts, principal residences, and minors
- Understand the role played by a marital deduction trust and a credit shelter bypass trust
- Explain how trusts may protect assets and perpetuate family wealth over multiple generations
Schedule
I want to download the manual (included in the registration fee)
I want a copy of the printed manual (additional $10 fee)
Speakers
Advanced Preparation
None
Sponsors
State societies: Course descriptions are updated throughout the year. Please go to http://www.surgentcpe.com/statesocieties to view the most up-to-date course description.
Vendor
CPE Type
Event location