Living Trusts and Avoiding Probate _OH

Overview

Understanding the use and value of living trusts enables producers and advisors to participate in the full scope of a client's planning process. This course explains the concept of the revocable living trust and how it can serve as an estate planning tool for virtually all estates. The course explains when a client should implement a living trust, the benefits of a living trust, and how a living trust actually works. The course also explains how a living trust can be used to shelter the unified credit and explores other sophisticated estate planning techniques.

Learning Objectives

Upon conclusion of this course, students will be able to:

  • demonstrate an understanding of the basics of probate and guardianships
  • explain the advantages of a living trust
  • describe when a living trust should be used
  • articulate the basic provisions of a living trust
  • apply basic estate planning techniques beyond the living trust
  • recognize when more sophisticated estate planning techniques may save the client tax dollars

Designed For

Life insurance producers; financial planners and advisors
WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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