Introduction to Trusts

Trusts are used on an ever-increasing basis to plan for the wealth and succession objectives of medium- and high-worth clients. The advisor with the ability to assist with that process creates the opportunity to establish a long-term, potentially intergenerational connection with a client and their family; provided their strategy considers recent tax changes in the planning process. The Introduction to Trusts course covers everything from basic trust mechanics to essential details on trusts for disabled beneficiaries.