All About Trusts

Refine your trust skills - and discover new ones.

Your professional advice and trust knowledge is essential to your clients - make sure you&39;re giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters: your clients&39; needs.

Discover ways to recognize the different levels of trust intricacy depending on the type and value of the assets involved. You&39;ll learn valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues. Register today and reinforce your position as a top source for trust service.

Benefits for You

• Learn about asset protection advantages
• Tips on estate planning uses for irrevocable trusts
• Navigate the relationship between taxation and trusts
• Become an expert on the different kinds of trusts
• Keep pace with recent legal trends affecting trusts

Who Should Attend

This seminar is designed for attorneys, accountants, CPAs, trust administrators, trust officers, bankers, enrolled agents, financial planners, presidents, vice presidents, CFOs, controllers and tax managers.