A Practical Guide to Trusts
Date/Time
1/6/2025
8:00 AM - 3:47 PM Central
8:00 AM - 3:47 PM Central
Course Registration
Credits
8 Credits
Event Type(s)
Webinars
Event Description
This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.
Speakers:
Arthur Werner
Location
Webinar
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