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NASBA CPE Courses

Trusts

A trust is a fiduciary relationship in which one party, known as a trustor, gives another party, the trustee, the right to hold title to property or assets for the benefit of a third party, the beneficiary. Trusts are established to provide legal protection for the trustor's assets, to make sure those assets are distributed according to the wishes of the trustor, and to save time, reduce paperwork and, in some cases, avoid or reduce inheritance or estate taxes. In finance, a trust can also be a type of closed-end fund built as a public limited company.

At this meeting participants will review

  • Purpose of various trust
  • Basic Characteristics of trust
  • Tax and non-characteristics of trust
  • Trust provisions

Participants after this session will identify:

  • Fiduciary powers
  • Various types of trust
  • Explain powers and appointments

MEETING POLICIES:

Refund & Cancellations

Request for refunds must be received in writing no later than 48 hours prior to course. For more information regading refund/complaint or cancellation contact us at (201) 0845-7009 BGS Assurance LLC is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing education of the National registry of CPE Sponsors. State board accountancy have final Authority on the acceptance of individual courses on CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry org

CREDITS
2 CPE

ADVANCE PREP:
None

PROGRAM LEVEL:
Intermediate

DELIVERY METHOD:
Live Group

FIELD OF STUDY:
Specialized Knowledge/ Taxes