Continuing Professional Education for Accounting, Estate, Tax, Financial, Legal & Retirement Professionals.

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Trust Basics
"The Key to Understanding Trusts"  
by

Joel Bernstein, Esq., LL.M, CFP

  • What is a Trust?
  • The Revocable Trust.
  • Basic Trust Created Under Will.
  • Nominee Trusts
  • What is an Irrevocable Trust?
  • Trust Administration.
  • Tax and Non Tax Reasons for Establishing a Trust.
  • Section 2503, Crummey Trusts, QPRT, CRATrust.
  • Intentionally Defective Trust.
  • Trusts as S Corp Shareholders.
  • Charitable Trusts.
  • Dynasty Trusts.
  • Glossary of Terms


  $75.00
Price includes (Shipping/Handling)
(For further information, call 978-468-6528.)

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