Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Trust Structures

 

Lesson 1: What is a Trust?

  • Definition of a Trust
  • Use of Trusts
  • Creation of a Trust
  • The Trust Document
  • Settlor
  • Trustee
  • Beneficiary
  • The Trust Agreement
  • Income Beneficiaries
  • Capital Beneficiaries
  • Trustee
  • Duties
    • Conflict of Interest and Duty
    • Management of Trust Funds
    • Delegation by Trustee
    • Maintaining an Even Hand

Lesson 2: Features And Types Of Trusts

  • Common Provisions found in Trust Deeds, Agreements and Trust Indentures
  • Identification of the Parties to the Trust
  • Settlement of the Trust
  • Purposes of the Trust
  • Indemnification of the Trustees
  • Trustees' Power
  • Time of Division
  • Failure of the Trust
  • Deeds of Appointment
  • Letter of Wishes
  • Asset Management
  • Asset Protection
  • Avoiding Deemed Disposition a Death
  • Secrecy
  • Types of Trusts
  • The Testamentary Trust
  • The Inter-Vivos Trust
  • Spousal Trusts
  • The Charitable Remainder Trust

Lesson 3: Taxes And Trusts

  • Taxes and Trusts
  • Foreign Trusts
  • Trust Distributions on the Restricted Beneficiary Election
  • Basic Taxation Principles Applicable to Trusts
  • Tax Filing Rules
  • Tax Planning and Trusts
  • Examples of Trusts
  • Intergenerational Transfer of a Family Business
  • Offshore Trust
QUIZ FORMAT
Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz 20
Passing Grade 60%*
Attempts Allowed Unlimited*
ENROLMENT PERIOD
Enrolment Period 6 months

* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.

Continuing Education (CE) Credits

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