Types of Trusts - Online

In this module you will learn about different types of trusts. This module will help you to become familiar with general trust concepts and to recognize situations where it may be useful to implement trusts as a planning strategy.

This course replicates the content from lesson 4 of Overview of Trusts - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$60.00
Instructional Method:
Self-Study
Level: Basic

CPE CREDITS
1
banking professionals seeking to service the high net-worth market and private investors dealing with trusts.
Students will be able to:
  • Link specific types of common trust to their definition, characteristics, and/or use.
  • Determine which type of trust provides a solution for an expressed need or concern and the rationale for the selection.
  • Estate Planning - Online
  • Introduction to Trusts - Online
  • Trusts and Taxation - Online
  • Characteristics of Trusts - Online
  • Duties of a Trustee - Online
    • Types of Trusts
    • Marital Trusts
    • Credit Shelter/Bypass Trusts
    • Charitable Trusts
    • Generation Skipping Transfer Trusts (GSTs)
    • Grantor Retained Annuity Trusts (GRATs)
    • Insurance Trusts
    • Qualified Personal Residence Trusts (QPRTs)
    • Dynasty Trusts
    • Revocable Trusts
    • Coordination of Trusts and Wills
    Duration: 1 hour