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Course Description
Living Trusts: Fact and Fiction
Consulting
(8
credits)
$109.95
Trusts can be used to accomplish many goals, including tax planning, estate planning, providing income to a spouse or disabled child, and charitable giving, among others. But, living trusts also have limitations and are not the ideal solution for everyone. This course explains the role of living trusts in estate planning and how other vehicles can be used to obtain similar results. It also discusses the limitations of living trusts by providing readers with an overview of the probate process and the federal estate tax structure.
Major
Subjects:
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An Overview of Living Trusts
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Living Trusts: The Good, the Bad and the Ugly
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Probate Avoidance
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Trusts and Taxes
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Trust Alternatives: Conservatorship, Powers of Attorney and Life Insurance
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Specialized Trusts and Estate Planning Tools
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| Contributing
Author: |
Renee C. Nash
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| Course Level: |
Basic |
| Prerequisite: |
None |
| ProductCode: |
06LTFF |
| Format: |
NASBA QAS/Registry self-study |
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For licensing information, click on the Licensing Information
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