- 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
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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.