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Living Trusts

Living Trusts 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.

Course Info:

  • Course #: 4035G
  • Delivery: Self-Study
  • CPE Hours: 8
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • NASBA Area of Study: Finance
  • Total Pages: 191
  • Questions: 40

Course Objectives

Table of Contents

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