Non-Depository Trust Overview

This program is designed to give participants tremendous baseline knowledge of non-depository trust.

You and your team will gain insight on state law issues, the basics of ERISA, self directed IRA’s, and trustee of personal trusts.

This program can be tailored to fit your team’s needs and may be used for Continuing Education credits. 

Topics

• State Law Issues
• Basics of ERISA
• Self-Directed IRA’s
• Trustee of Personal Trusts