ABCs of Choosing Drafting the Right Trust for Client Goals Part 2

course

COURSE INFO

  • Available Until 1/31/2021
  • Next Class Time 10:00 AM PT
  • Duration 60 min.
  • Format MP3 Download
  • Program Code 0118323
  • MCLE Credits 1 + hours


Course Price: $65.00
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COURSE DESCRIPTION

Choosing the right trust for a client?s needs is a balance of finding the right vehicle for the client?s specific goals obtaining maximum tax efficiency and yet maintaining as much flexibility as possible over time.This program will provide you with a framework for assessing the different alternatives and a decision-tree for determining which is best for your client?s specific circumstances. Among other topics the program will cover revocable v. irrevocable trusts special purpose trusts charitable trusts and trust alternatives.