Sequoia CPE

Trusts: Living, Charitable, and Alternatives

Trusts: Living, Charitable, and Alternatives Trusts are widely used in both financial and estate planning. This course provides an overview of two of the most widely used trusts, the living trust and the charitable trust. It also reviews some alternatives to trusts that can be used to achieve certain financial objectives.

Course Info:

  • Course #: 4040C
  • Delivery: Self-Study
  • CPE Hours: 4
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • NASBA Area of Study: Finance
  • Total Pages: 82
  • Questions: 20

Course Objectives

Table of Contents

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