Overview of Trusts - Online

New York Institute of Finance

ITEM PBNK1004

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$339.00

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Online (Self-paced)

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5 Hours

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Introductory

Virtual Series Course

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$339.00

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Online (Self-paced)

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5 Hours

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English

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Introductory


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17

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