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Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected? 

Why Attend?

  • Advise individual clients on the benefits of using a trust to achieve their personal goals. 
  • Save clients’ money in their estate planning. 

Who Should Attend?

Tax practitioners who advise clients on the benefits of establishing a trust. A basic understanding of trust is ideal. 

This virtual seminar is being offered through our partnership with Midwest State CPA Societies. Instructions for how to launch the course will follow.

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