CECD 98 - Trust Basics

Institution:

Loyola University Chicago

Subject:

Career Development (CE)

Description:

Many individuals ¿ and their estate planning advisors ¿ overlook the basics tools used to build a sound estate and financial plan. It is important for estate owners and estate planners to build a sound and coordinated estate plan. This activity entails understanding forms of property ownership; utilizing a wills and advance directives; considering gifting and personal trusts, and tools and techniques to mitigate estate taxation.

Credits:

0.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.luc.edu

Phone Number:

(773) 274-3000

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Semester

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