Author: Arthur Joseph Werner
This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether or not 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 when and why trusts should be utilized in a client's financial, estate, and asset protection plan.
Publication Date: February 2016
Designed ForCPAs, EAs, attorneys, bankers, and financial planners
NASBA Field of Study
Taxes (2 hours)