Foundation For Continuing Education

Continuing Education for Legal, Tax, Accounting, Estate & Financial Professionals

978-468-6528

Continuing Education for Tax, Legal, Accounting,
Estate & Financial Professionals.

Trust Basics “The Key to Understanding”

Trust Basics Workshop

“The Key to Understanding Trusts”

by Timothy Borchers, Esq.

  • What is a Trust?
  • The Revocable Trust.
  • Funded Revocable Trust.
  • Basic Tax-Purposed Trusts
  • What is an Irrevocable Trust?
  • Gifting Trusts.
  • Irrevocable Life Insurance Trusts.
  • Qualified Personal Residence Trust.
  • Nominee Trust.
  • Grantor Retained Annuity Trust.
  • Sale to an Intentionally Defective Grantor Trust.
  • Asset Protection Planning.
  • Trusts as Corporation Shareholders.
  • Charitable Trusts.
  • Dynasty Trusts.

For further information, call 978-468-6528.

    Reference Manual Order Form

    Programs

    All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.

    IRS Approved Training Vendor

    Get In Touch

    Any questions, comments or address changes, please mail them to FCE at :
    64 Pleasant Street,
    PO Box 458,
    Wenham, MA 01984

    Registration and Conference Center:
    Tel. 978-468-6528 *
    Fax: 978-468-2573