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Overview of Trusts - Online
Designed for banking professionals seeking to service the high net-worth market, this series explains the specific characteristics of trusts and the objectives that trusts can accomplish for high-net-worth individuals. It also explores the various types of trusts and their particular applications, concluding with the duties of a trustee.
CPE Credits: 5 - The complete list of CPE courses can be found here .
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Duration : 1 Hour
What is a Trust?
What is Fiduciary Relationship?
Who Are The Parties Involved In A Trust?
Why Create a Trust?
Other Fiduciary Relationships
Interested Parties of a Trust
About Trustees
The Trust Document
Trust Term
Duration : 1 Hour
Taxes
Capital Gains Tax
Exclusions and Shelters
Transfer Taxes
Duration : 1 Hour
Determining Trust Characteristics
Revocable/Irrevocable Trusts
Principal and Income
Trust Beneficiaries
Vested and Contingent Interest in a Trust
Trust Terminating Events
Trust Taxability Characteristics
Trust Disposition Characteristics
Trust Situs
Duration : 1 Hour
Marital Trusts
Credit Shelter Trusts
Charitable Trusts
Generation Skipping Transfer Trusts
Grantor Retained Annuity Trusts
Insurance Trusts
Dynasty Trusts
Revocable Trusts
Revocable versus Irrevocable Trusts
Coordination of Trusts and Wills
Duration : 1 Hour
A Trustee's Duties
Trustee Investments
Prudent Man and Prudent Investor Rules
Trust Settlement: Who Can Be Involved?
What an Accounting Includes
How a Formal Court Proceeding Works
Formal Accounting: Time and Expenses
Informal Settlement
Special Events Precipitating Trust Accountings
Recognize what a trust is and why it is created Define and contrast types of fiduciary relationships Identify descriptions of interested parties of a trust Identify types of trustees, what they do, and how they are compensated Recognize types of trust documents and their use Identify what affects the term of the trust Calculate Capital Gains and the Capital Gains Tax, and recognize its characteristics and impact upon one's wealth. Identify characteristics of the annual exclusion amount & credit shelter amount. Recognize the basic rules associated with gift/estate taxes, generation-skipping transfer taxes, and related tax implications Identify how revocable/ irrevocable trusts, specification of beneficiaries, and vested/contingent interest affect a trust. Recognize trust distribution characteristics, including per stirpes and per capita distribution Recognize trust termination and its related terms, by example or definition Understand that trusts are tax-paying entities and to understand simple versus complex trusts Identify trust characteristics associated with disposition of trust principal and trust income Recognize the definition of the term Link specific types of common trust to their definition, characteristics, and/or use Determine which type of trust provides a solution for an expressed need or concern and the rationale for the selection Identify the duties of a trustee Compare the Prudent Man Rule to the Prudent Investor Rule Contrast traits of formal versus informal trust settlement Identify events precipitating trust accountings
wealth manager, private bankers, portfolio managers, trust attorneys, private client services professionals
