What is a trust?
A trust is a fictional legal entity which is created by an agreement. This agreement creates a series of relationships between different parties. Trusts can be a key part of effective estate planning aiding in the ability to control wealth and protect assets. This video reviews the roles and parties in a trust and discusses different types and uses of trusts.
Agenda
Faculty
Rebecca Cerny, Esq.
Di Monte & Lizak LLC
- Associate attorney at Pierro, Connor & Strauss, LLC
- Practice areas include simple and complex estate planning, asset protection, tax planning, estate planning for retirement assets, charitable giving, and business succession planning
- Published an article in the NYSBA Health Law Journal on the topic of telehealth and telemedicine
- Member of the New York State Bar Association and an active member of the Trust and Estates Law Section
- J.D. degree, magna cum laude, Albany Law school; B.A. degree in business administration, The College of Saint Rose
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.