Advanced Certificate in Support Trust Mastery
-- ViewingNowThe Advanced Certificate in Support Trust Mastery is a comprehensive course designed to empower learners with essential skills for career advancement in the trust and estate industry. This certificate program focuses on advanced trust and estate planning strategies, taxation, and administration, making it highly relevant for professionals working in banking, wealth management, legal, and tax firms.
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โข Advanced Trust Administration: Understanding complex trust structures, managing trust assets, and ensuring compliance with relevant laws and regulations.
โข Trust Accounting and Record Keeping: Maintaining accurate records, preparing financial statements, and managing trust distributions.
โข Trust Taxation: Navigating the tax implications of trusts, including income tax, estate tax, and generation-skipping transfer tax.
โข Fiduciary Responsibilities and Ethics: Understanding the legal and ethical duties of trustees, including the duty of loyalty, the duty of impartiality, and the prudent investor rule.
โข Investment Management for Trusts: Selecting appropriate investments, managing risk, and maximizing returns for trust beneficiaries.
โข Trust Dissolution and Distribution: Navigating the complex process of terminating trusts, distributing assets to beneficiaries, and minimizing taxes.
โข Advanced Estate Planning Techniques: Utilizing sophisticated estate planning strategies to minimize taxes, preserve wealth, and achieve clients' goals.
โข Special Needs Trusts: Creating and administering trusts for individuals with disabilities, including understanding Medicaid and SSI rules.
โข International Trusts: Understanding the unique challenges and opportunities of international trusts, including tax and regulatory considerations.
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- BasicUnderstandingSubject
- ProficiencyEnglish
- ComputerInternetAccess
- BasicComputerSkills
- DedicationCompleteCourse
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- NotAccreditedRecognized
- NotRegulatedAuthorized
- ComplementaryFormalQualifications
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- ThreeFourHoursPerWeek
- EarlyCertificateDelivery
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- TwoThreeHoursPerWeek
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