Dealing with Trusts

/Dealing with Trusts
  • A few left. An incredibly easy stroll through trust applications to take the student and the experienced practitioner to success. Author Terence P. O’Halloran Chartered Financial Planner. Soft cover A4 246 pages (heavily illustrated examples).
  • One of the most exciting yet avoided financial planning subjects is trusts. Will trusts, simple trusts , family trusts, life assurance trusts and pension trust; just to mention a few, all play an extraordinary part in the financial planning process. In short, trusts are crucial to the success of even the most basic financial plan.
  • For many reading time is a problem. Understanding the application and use of legal trusts, especially when studying for exams, can be even more of a problem. Here is the Basic section of the book Trusts a Practical Guide is on CD. Each chapter is accessible individually; as is the Chapter summary.
  • You may or may not have concluded Part 1 of this two part set. This is the advanced element where we deal with the application of more complex arrangements. Understanding the application and use of legal trusts, especially when studying for exams, can be viewed as a problem. The purpose of this CD set of four discs is to ease that view to the point of simplicity. Each chapter is accessible individually; as is each Chapter summary.