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Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals. But with some many types of trust, they can be difficult to understand how they work. Join elder law and estate planning expert Harry S. Margolis, author of The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool, for a review of the many questions trust grantors, beneficiaries and trustees have, including:

  • What distributions can you or must you make?
  • How is the trust taxed?
  • What fees may the trustee charge?
  • Who has a right to accounts?
  • How can a trust help you meet your tax, asset protection, and long-term care planning goals?


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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A CFP ID number will be required in order to receive CE credit for this webinar.