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Trusts and Estate Planning Documents (On-Demand) 2020


Which plan is appropriate for your client? Before you can make reasoned recommendations, you must have knowledge of trust types, features, and taxation so you can best educate and advise your clients.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers ancillary documents necessary to support the estate plan and the client, including a durable power of attorney and the durable power of attorney for health care, as well as living wills and trusts.

This course will ensure you understand these documents, what they seek to accomplish, and how they are put into practice.

Format: Voiceover PowerPoint, Audio

Learning Objectives
  • Recognize the process of estate administration in accordance with a decedent’s will.
  • Distinguish among the various types of wills.
  • Identify the type of will used with a revocable living trust.
  • Recall an estate planning recommendation that addresses incapacity.
  • Determine which assets are subject to ancillary probate.
  • Recall when probate is required.
  • Identify the estate planning strategy that ensures that a client’s assets pass to the client’s heirs, rather than to creditors.
Major Topics
  • Estate planning documents
  • Trusts
  • Goals that trusts can achieve
  • The parties to a trust
  • Grantor
  • Trustee
  • Beneficiary
  • Types of Trusts
  • Simple trust
  • Complex trust
  • Inter-vivos and testamentary trusts
  • Revocable and irrevocable trusts
  • Grantor trust
  • Charitable trusts
AICPA - Durham
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.

Susan Tillery Tom Tillery


Advanced Preparation


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Trusts and Estate Planning Documents (On-Demand) 2020

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