Introduction to Trusts

This course walks the financial service professional through basic trust concepts such as purposes and uses.Introduction to Trusts ultimately prepares the professional with the information needed to use trusts properly to provide tax savings, security and methods for retaining control over property transfers, which are valuable services to offer clients.This is a must have for anyone doing financial or estate planning. If you are taking this course for CE, the CE exam will automatically be added to your basket when selecting CE credit.Certain states require that a proctor or monitor supervise the exam taking process.