Module 1: Trusts:

This module will provide an overview of the fundamentals of trusts, including trust types, creation, and administration.

Module 2: Wills and Probate:

This module will cover the basics of testamentary planning, including wills, living trusts, living wills, and probate

Module 3: Taxation:

This module will provide an overview of estate and gift taxation. Additionally, they will gain an understanding of the impact of taxation on estate planning.

Module 4: Retirement Planning:

This module will provide an overview of retirement planning, including the different types of retirement accounts, how to fund and manage them, and the taxation of retirement distributions.

Module 5: Asset Protection:

This module will cover the fundamentals of asset protection, including the different types of asset protection strategies, how to implement them, and the role of insurance.

Module 6: Trust Administration:

This module will provide an overview of trust administration, including the different types of trusts, how to fund them, and how to manage them..

Module 7: Estate Planning Basics:

This module will cover the basics of estate planning, including the different types of estate planning documents, how to draft them, and the role of executors and trustees

Module 8: Charitable Planning:

This module will provide an overview of charitable planning, including the different types of charitable trusts, how to fund them, and the taxation of charitable contributions.

Module 9: Trusts and Estates Law:

This module will cover the basics of trusts and estates law, including the different types of trust and estate laws, how to interpret them, and the role of the courts in trust and estate litigation

• Participants will gain an understanding of the different fiduciary duties associated with trusts and estates.
• Participants will learn about trust taxation and the importance of trust documentation.
• Participants will learn how to draft, execute, and administer wills and trusts, how to handle probate, and the impact of taxation on estate planning.
• Participants will learn about the different tax rules and regulations applicable to trusts, wills, and estates, as well as the taxation of gifts
• Participants will learn about retirement planning strategies and the impact of inflation
• Participants will gain an understanding of the different legal issues involved in asset protection planning.
• Participants will learn about the different types of estate planning strategies, how to implement them, and the impact of taxation on estate planning.
• Participants will learn about the different types of charitable planning strategies, how to implement them, and the impact of taxation on charitable planning.

• Experienced financial advisors
• Estate planning attorneys,
• Anyone interested in becoming Chartered Trust and Estate Planners