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
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