Basic Characteristics of a Trust
Trusts may come in all shapes and sizes and are created for a variety of reasons, but they have common features and benefits. This course will take you through the how and why of creating a trust – giving you the tools to match your client’s goals to the best trust vehicle.
After completing this course, students will be able to:
- Explain the main features and benefits of trusts to clients
- Describe the trust creation process
- Describe the different types of trusts
Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
ICB Certifications: 1.0 CSOP, CTFA
ABA Certificates: This course applies to the ABA Certificate in Trust: Intermediate.