Description

 

**Course Title: Understanding and Establishing Trusts for Estate Planning**
**Course Fee: $500**

**Course Description:**

This comprehensive course is designed to guide individuals through the fundamental and advanced concepts of trusts and how they can be effectively used in estate planning. Whether you’re new to estate planning or looking to deepen your knowledge, this course will provide valuable insights into how trusts work, how to build one tailored to your specific needs, and how to align your trust with your long-term financial and legacy goals.

**What You Will Learn:**

– **Introduction to Trusts:** Understand what a trust is, the different types of trusts (revocable, irrevocable, living, testamentary, etc.), and their purposes in estate planning.

– **Components of a Trust:** Learn the roles of the grantor, trustee, and beneficiaries, and how to select the right individuals for these responsibilities.

– **Creating a Trust:** Step-by-step guidance on how to structure and establish a trust, including legal and financial considerations.

– **Trust Management and Administration:** Explore how to manage a trust over time, including funding the trust, maintaining records, and complying with applicable laws and tax regulations.

– **Integrating a Trust into Your Estate Plan:** Discover how to incorporate a trust into your broader estate planning strategy, ensuring your assets are protected and your wishes are honored.

– **Reviewing and Updating Your Trust:** Learn how to periodically review and adjust your trust to reflect life changes, new goals, or updated laws.

**Who Should Enroll:**

– Individuals interested in protecting their assets and ensuring a smooth transfer of wealth to heirs.
– Families seeking guidance on legacy planning and minimizing estate taxes.
– Professionals beginning to explore estate planning tools for personal or client use.

**Course Format:**

– Instructor-led lectures and discussions
– Real-world examples and case studies
– Interactive worksheets and planning templates
– Q&A sessions with trust and estate planning experts

By the end of this course, you will have a clear understanding of how trusts function, how to establish one tailored to your needs, and how to ensure it supports your overall estate plan.

**Tuition:** $500
**Duration:** Life Time Access
**Delivery Method:** Web, Video Conferencing

—

This course is to help you understand trusts, building a trust for your estate, and taking account of your plan for your trust.

Course is $500