What is a Pooled trust? Who is appropriate for a Pooled trust? What questions should you ask to choose the best one for your clients' situation? This session is an overview of the formation requirements and nuances; fees, investments, distributions in life and at death of a Pooled trust.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving.