Advanced Trust Issues Webinar

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use; what language should the trusts include; and how can the client be best protected.
Highlights

• Advise individual clients on the benefits of using a trust to achieve their personal goals while avoiding taxation
• Save clients money in their estate planning