Trusts and Estate Planning Documents (On-Demand) 2020

Description

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

Provider

AICPA - Durham

Course Level

Intermediate

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.

Instructor(s)

Susan Tillery Tom Tillery

Prerequisites

None.

Advanced Preparation

None.

Purchase Now

When

Available 24/7

Location

Online

Total CPE Credits

Format

On-Demand

$79.00

$99.00

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