Trust Basics
RPP
Trust Basics
Speaker(s): RPP Business Development Officer
Est. Presentation Time: One Hour
This presentation covers trusts, definitions of the different types of trusts, fiduciary income taxation, trustee basics, and an overview of the process when a death occurs.
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Please CLICK HERE for instructions on how to submit your event for 1 hour CE credit.
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CFP Program ID: 259283
Please fill out the Event Request Form and email to [email protected].
Approved Materials
We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.
