New York Institute of Finance

In this course, you will explore the specific characteristics of trusts and the objectives they can accomplish for high-net-worth individuals. You will learn about various types of trusts, their applications, and the duties of a trustee. The course also covers trust taxation, trust characteristics, and the differences between revocable and irrevocable trusts. By the end of the course, you will be equipped with the knowledge to determine which type of trust provides a solution for specific needs.

Overview of Trusts

Learn what a trust is, the fiduciary relationships involved, and the parties involved in a trust.

Introduction to Trusts

Understand the tax implications of trusts, including capital gains tax and transfer taxes.

Trusts and Taxation

Explore the characteristics of trusts, including revocable and irrevocable trusts, and trust beneficiaries.

Characteristics of Trusts

Learn about different types of trusts such as marital trusts, credit shelter trusts, and charitable trusts.

Types of Trusts

Understand the duties of a trustee, including trustee investments and the Prudent Investor Rule.

Duties of a Trustee

Learn about trust settlement processes, including formal and informal accounting.

Trust Settlement

This course provides a comprehensive overview of trusts, designed for professionals servicing the high net-worth market. Learn about the characteristics, types, and applications of trusts, and understand the duties of a trustee.

Designed for banking professionals seeking to service the high net-worth market.

Banking Professionals

Ideal for wealth managers looking to understand the specific characteristics of trusts.

Wealth Managers

Suitable for trust attorneys who want to explore various types of trusts and their applications.

Trust Attorneys

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Overview of Trusts

Overview

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