Program Description

Delve Into the Various Types of Trusts and Their Uses, Pros and Cons

Understand the unique characteristics of various types of trusts! In this program, seasoned faculty will condense the endless array of trusts into just what you need to know. Gain a better understanding of the wide variety of trusts available and their advantages, disadvantages and uses - register today!

• Gain a refresher on trusts - key parties, terms and concepts.
• Delve into the various types of trusts and their differences.
• Understand the pros and cons of choosing one type of trust over another.

Who Should Attend

This intermediate level course will walk you through the different types of trusts. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

1. What Are Trusts? Key Parties, Terms, Concepts
2. Revocable vs. Irrevocable
3. Grantor Retained Trusts
4. Asset Protection Trusts
5. Charitable Trusts
6. Special Needs Trusts
7. Life Insurance Trusts
8. Marital/Bypass Trusts and Other Trusts You Need to Know

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 1.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

National Association of Legal Assistants, Inc. – NALA: 1.00

National Federation of Paralegal Associations, Inc. – NFPA: 1.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 1.00

TBLS Paralegal Certification – TBLS Paralegal Certification: 1.00

Washington State Paralegal Association – Washington State Paralegal Association: 1.00

* denotes specialty credits