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Do I Need a Trust?

November 9 @ 12:00 pm - 1:00 pm EST

Free Forvis CPE

Participants of the free live webinar will be eligible for 1 CPE credit.


Trusts can provide both tax and non-tax benefits to you and your family, but do you know how? Join our FORVIS Private Client advisors as they share how to navigate the often-intimidating world of trusts and break down the important role trusts can play in a comprehensive estate, tax, and financial plan designed to help you and your family achieve your goals and aspirations.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Identify the basic types of trusts
  • Recognize the most common types of trusts
  • Explain the tax and non-tax benefits of trusts

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