47 Results for ‘basics-of-trust-administration

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OnDemand Course: Basics of Trust Administration

Basics of Trust Administration

Gain a thorough understanding of designing trusts and executing trust administration best practices.Many individuals who are named as trustees or successor trustee are unaware of all of the duties and responsibilities...

OnDemand Course: Fundamentals of Foreign Trust Administration

Fundamentals of Foreign Trust Administration

Confidently handle your client's trust needs - get a thorough understanding of foreign trust administration.Many U.S. taxpayers have or are considering establishing a foreign trust for privacy, asset protection or other...

OnDemand Course: Basic Personal and Business Tax Return Analysis

Basic Personal and Business Tax Return Analysis

Become familiar with the tax return basics for commercial and consumer lending.For this topic, you will gain an understanding of the often complex and confusing information of taxes.

OnDemand Course: Living Trust and Power of Attorney Lending Compliance for Banks

Living Trust and Power of Attorney Lending Compliance for Banks

Take an in-depth look at various types of trusts and powers of attorney as well as legal requirements and best practices.Living trusts and powers of attorney are documents which are often presented to banks in the...

OnDemand Course: Opportunities and Drawbacks of Directed Trusts

Opportunities and Drawbacks of Directed Trusts

Gain a better understanding of directed trusts, how they are created, and what they are intended for.Directed trusts are being used to add flexibility in administering a trust.

OnDemand Course: Introduction to Individual Retirement Accounts(IRAs): Types and Contribution Rules

Introduction to Individual Retirement Accounts(IRAs): Types and Contribution Rules

Explore key concepts on basic IRA product features and benefits, contribution and distribution requirements.With retirement assets making up such a large portion of many clients' estates, paying retirement assets to...

OnDemand Course: Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

Learn how to effectively plan with intentionally defective grantor trusts and know the tax issues related to them.Intentionally, defective grantor trusts are a common topic of discussion among estate planners and are...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Specialized Firearm Trusts

Specialized Firearm Trusts

Having a firearms trust will help you to maintain value of your firearms and ensure safe transfer upon death.The United States has over 300 million privately owned firearms in the hands of 100 million private owners.

OnDemand Course: Due Diligence Considerations for Participation Loans

Due Diligence Considerations for Participation Loans

Learn about the issues that arise during the term of a syndicated or participated commercial loan. Gain a thorough understanding of the due diligence considerations, loan administration and enforcement issues of...

OnDemand Course: Understanding the Basics of Bankruptcy and Bankruptcy Terminology

Understanding the Basics of Bankruptcy and Bankruptcy Terminology

Get a foundational understanding of the basic concepts of bankruptcy so that you can navigate the complexities of bankruptcy with ease.Bankruptcy can have a substantial effect on the rights of creditors, and to protect...

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