Investing for Different Types of Trusts
This program is designed to provide an understanding of all of the different types of trust.
Investing for Different Types of Trusts includes Trustee duties and responsibilities, a look into Uniform Prudent Investor Act and Uniform Principal and Income Act, and tax consequences. Participants will also learn about beneficiary needs, document language, and the different types of Trusts.
This is an interactive program that can be tailored to fit your team’s needs.