Cannon Financial Institute

Concepts and Analyses of Trusts & Estate Planning - Digital Audio Series

Concepts and Analyses of Trusts & Estate Planning - Digital Audio Series

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

Each program outlines, presents, and analyzes key Trust & Estate Planning rules and concepts in a “Rules and Issues Lecture” section. This is followed by “Key Questions and Conversation” between the program facilitators, highlighting and discussing specific areas of ambiguity or common misperceptions and directing the listener to the appropriate conclusion. Use this program as a technical review of trust concepts, or use portions of the program to prepare for upcoming client discussions.

You will receive a password via email to log in to the digital audio portal. From there, you can listen online or download to your devices.

Topics

  • Property Law
  • Tax Law
  • Estate Tax and GSTT
  • Types of Accounts and Trusts
  • Economics and the Market
  • Investment Instruments

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