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Association of Retirement Organizations
in Higher Education

Part II: Trusts: The Swiss Army Knife of Estate Planning

  • Tuesday, October 14, 2025
  • 1:00 PM - 2:30 PM
  • Virtual

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Part II: Trusts: The Swiss Army Knife of Estate Planning

This course will teach the basics of trusts, including the essential elements of every trust and their many uses, including probate avoidance, tax reduction, planning for incapacity, and asset protection. It will explain the role of trustees and the rights of beneficiaries and the difference between revocable and irrevocable trusts.


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