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.|
Annual Membership: $149
Receive unlimited access to all courses offered by Sequoia CPE for 1 year (no ethics included).
100% Money Back Guarantee
If you are not satisfied with your purchase for any reason, you may receive a full refund any time in the first 45 days of membership. Please call Customer Service at 1-800-572-9675 with any concerns or to request a refund.
Avg. Rating: 4.58 / 5
Sequoia CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.