Webinar Registration

Best States for setting up a Trust + The 411 on Directed Trusts
Boost Your Client's Estate Planning, Tax Planning, Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, March, 22
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Kevin McNee
Direct of Business Development Madison Trust Company

What You'll Learn

To minimize taxes, protect assets and give you and your beneficiaries greater control, there are a few states that stand above the rest when it comes to trust laws. When it comes to retaining control over certain assets, such as investments or real estate, Directed Trusts is a type…

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What You'll Learn
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Webinar Description

To minimize taxes, protect assets and give you and your beneficiaries greater control, there are a few states that stand above the rest when it comes to trust laws. When it comes to retaining control over certain assets, such as investments or real estate, Directed Trusts is a type of trust that is used to split trustee responsibilities.

This webinar features Kevin McNee from Madison Trust Company, a South Dakota based trust company, who will explain the importance of situs (jurisdiction) and directed trusts and how they are different than traditional trusts.

 

 

*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: www.nasbaregistry.org.