Course Information
Course No:
9955
Course Name:
Understanding Living Trust
Field of Study:
Taxation
Course Material:
Book: Understanding Living Trust
Author:
Vickie Schumacher
Program outline:
The course addresses living trust in a very comprehensive manner. First it develops a comparative picture between a will and a living trust.
It shows the problems with probate associated with a will and how you can avoid probate by using a living trust. You can lose control over your
assets in many different ways. The course addresses them one by one. It then shows how you can keep control over your assets while living and
after you die by using a living trust. It also covers many other benefits of a living trust, such as preventing unintentional disinheriting and preventing
court control of a minor children's inheritance. It teaches you how to plan, create, and fund a living trust. It explains the roles and responsibilities of
different players, such as the grantor, the trustee, and the successor trustee, of a living trust. Various tax saving strategies are also covered in the course.
Learning objectives:
To learn the advantages of a living trust and how to create, fund, and manage one.
Program level:
Basic
Program prerequisites:
None
Advance preparation:
None
Delivery method:
Self-study
Amount of recommended CPE credit:
15 hours
Final examination expiration date:
The program participant will have one year from the date of purchase to complete the program.
|
