A Practical Guide to Family Trusts

A Practical Guide to Family Trusts Most trust courses address how trusts are formed to save taxes, protect against creditors, and exert control over property. This course, on the other hand, provides a hands-on primer for trustees, trust protectors, and trust creators in creating trusts that are designed to promote beneficiary growth and independence. Addressing the human realities of trusts, the course lays out sound practices for building trusts that preserve the hopes of their creators and support the dreams of their beneficiaries.

This practical guide will show you how to:
  • Communicate effectively with beneficiaries at various stages of their development
  • Make prudent distributions to promote beneficiaries’ growth
  • Prepare for the creation of new trusts and the termination of old ones
  • Restructure the roles of the trustee and trust protector to manage risk and reduce conflict

Course Info:

  • Course #: 4055A
  • Delivery: Self-Study
  • CPE Hours: 12
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • NASBA Area of Study: Finance
  • Total Pages: 218
  • Questions: 60

Course Objectives

Table of Contents

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