Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

Overview

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Note: This is an on-demand webcast self-study course.