Types of Trusts - Online

Designed for banking professionals seeking to service the high net-worth market, this course 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.

This course replicates the content from lesson 4 of Overview of Trusts - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$60.00
Instructional Method:
Self-Study
Level: Introductory
CPE Credits: 1

banking professionals seeking to service the high net-worth market
No advance preparation required.
Students will be able to:
  • 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.
Types of Trusts
  • Marital Trusts
  • Credit Shelter/Bypass Trusts
  • Charitable Trusts
  • Generation Skipping Transfer Trusts (GSTs)
  • Grantor Retained Annuity Trusts (GRATs)
  • Insurance Trusts
  • Qualified Personal Residence Trusts (QPRTs)
  • Dynasty Trusts
  • Revocable Trusts
  • Coordination of Trusts and Wills