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UID:244785imp
DTSTAMP:20260527T054151Z
DTSTART:20261212T150000Z
DTEND:20261212T224400Z
LOCATION: Your Desk
SUMMARY: A Practical Guide to Trusts WEBCAST
DESCRIPTION: This course provides financial professionals with a comprehensive understanding of trusts and their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals and explore strategies to maximize tax efficiency. The course covers various trust structures and their potential to reduce income\, estate\, and generation-skipping taxes at both federal and state levels. Additionally\, it delves into trustee responsibilities and the benefits of irrevocable life insurance trusts and dynasty trusts.
CLASS:PUBLIC
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