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INSTRUCTOR: Tom Gallagher, CFP, CLU, ChFC, CMFC, RICP, MassMutual South Texas
1 CPE HOUR
Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.
This presentation will focus on the definition of a Trust agreement and what parties are involved in setting it up.
The course will also cover the differences between revocable and irrevocable trusts, why they are needed, and the uses and variations of each.
And finally, an overview of some of the rules and potential obstacles as they pertain to Trust agreements will be discussed.
Course Objective(s): Participants will gain an understanding of the types of trusts and when to use each type in order to advise their clients.
Prerequisites: The method of presentation is online instruction and the program level is overview/update. There are no prerequisites for this course nor is there any advanced preparation required.