Presentation Scheduled for Monday, 1:50-2:40 pm
Pending CE Approval: 1 CIMA, .75 CLE Stnd
Approved CE: 1 CFP, 1 NASBA/CPE, 1 MN insurance, 1 WI insurance
When a person says “I have a Trust” or “I think I need a Trust,” there are different contexts in which the word “Trust” is used. There are Trusts established during one’s life, which the person establishing the Trust may change or may not change, and each type has benefits and risks associated with it. There are other types of Trusts that are written into legal documents, such as a Will or a Revocable Living Trust, that relate to how assets are to be distributed to beneficiaries after the person establishing the Will or the Revocable Living Trust has passed away. These are known as Testamentary Trusts.
This seminar will provide complete clarity as to the different types of Trusts and when it is appropriate to utilize a specific type of Trust. The person attending this seminar will have a much better understanding of how various types of Trusts can be utilized to achieve planning goals and objectives.
REGISTER TODAY for Early Bird Pricing! Rates increase $50 on August 1st.