Session Date
Lesson Topic
Trust and Estates
Lesson Outline
Today we studied how a trust is structured and the benefits of a trust over a will . I addressed the role of the trustee in a revocable trust and compared the ease of administration compared to a will. We then addressed other short term non judicial solutions to property disposition such as joint ownership or POD accounts. Last, we discussed estate taxes and the Family Trust Company used for estates usually in excess of 10 million dollars.
Session Minutes
45
Minutes Student Attended
45
Session Hours
0.75
Hours Attended
0.75
Entry Status
Review Status
Student Name(s)
Subject
School