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Rules of Trust Administration

Refine 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 Learning Objectives •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.
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Why Lorman?

Over 28 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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Why Lorman?

Over 28 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Manual

No credit available.

Audio & Reference Manual

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Online Manual

No credit available.

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Why Lorman?

Over 28 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Kevin D. Quinn, J.D.

Kevin D. Quinn, J.D.

Legacy Counsellors, P.C.

Kevin D. Quinn, J.D., M.B.A.

  • Founder and president of Legacy Counsellors, P.C., an estate and business planning law firm, serving successful individuals and families throughout the country from offices in Easthampton, Massachusetts and Bloomfield, Connecticut
  • Founder of, and an instructor for, The Wealth Strategies Institute, LLC, a professional education institute which provides continuing education to certified public accountants, certified financial planners, attorneys, development officers and insurance professionals
  • Accomplished Estate and Wealth Strategies Planner®
  • Full fellow of the Esperti Peterson Institute and has completed the institute’s three-year post-doctoral program in Wealth Strategies Planning®
  • Member of WealthCounsel, LLC and has taught classes for Wealth Counsel, LLC
  • Contributing authority to “GIVING for Everyone”, a seminal treatise on planned giving
  • Contributing authority to “GENERATIONS, Planning Your Legacy”, a complete treatise of thought provoking answers to America’s most frequently asked estate planning questions, and “STRICTLY BUSINESS”, an authoritative treatise on business planning, succession strategies and wealth strategies planning for business owners
  • J.D. degree, Western New England School of Law; M.B.A. degree, University of Connecticut; B.S. degree in aeronautical science, Embry-Riddle Aeronautical University
  • Can be contacted at www.legacycounsellors.com
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Why Lorman?

Over 28 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 392183
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Manual

Manual

PDF file delivered on a USB flash drive. Copy and read on any compatible device.

Audio & Reference Manual

Audio & Reference Manual

PDF and MP3 files delivered on a USB flash drive. Listen and read on any compatible device.

Online Manual

Online Manual

PDF file delivered by download. Read on any compatible device.

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