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.