OverviewRefine your trust administration skills – and discover new techniques to help you along the way.
Your professional advice and trust knowledge is essential to your clients – make sure you’re giving them your best. Purchase these reference materials and learn to juggle trust complexities while remaining focused on what really matters: your clients’ needs.
Discover ways to recognize the different levels of trust intricacy depending on the type and value of the assets involved. You will learn valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues. Order today and reinforce your position as a top source for trust service.
Benefits for You
•Resolve trust disputes calmly and effectively
•Avoid harmful asset management mistakes
•Recognize key parties – and their duties and responsibilities
•Keep pace with recent legal trends affecting trusts
•You will be able to describe types of trusts.
•You will be able to explain trust provisions.
•You will be able to discuss the logistics of funding the trust.
•You will be able to review trust accounting.
AuthorsKevin D. Quinn, J.D., M.B.A., Legacy Counsellors, P.C.
Continuing Education Credit Details - CD & Reference Manual