Font size:

Key Legal and Tax Goals, Uses, and Differences - Clarified

Get a clear look at estate plannings essential building blocks: wills and trusts. Distinguish between their uses, the roles of key parties, governing laws, tax consequences, and potential planning risks. This essential estate planning guide offers a bird's eye view of the practice's main tools. Register today!

  • Get an overview of the key laws and regulations governing the creation and administration of wills and trusts.
  • Gauge the flexibility of the different tools in adapting to the clients' unique situations.
  • Learn what creditor protections are available with wills vs. various trusts.

Session Time: 10:00 AM - 11:30 AM Eastern
Presenter: Lindsey R. Buchheit

  1. Key Estate Transfer Laws
  2. What a Will Can and Cannot Do
  3. Trusts Overview: Key Parties, Terms, Concepts
  4. Tax Considerations
  5. Asset Transfers: Timing, Amounts, Choice of Assets, etc.
  6. Delegating Medical Decision-Making
  7. Choosing Financial Proxies
  8. Flexibility Issues
  9. Spendthrift Protections
  10. Planning for Expenses During Life
  11. Creditor Protections
  12. Dispute Resolution

The course you have selected has limited or no upcoming scheduled training dates!

Please browse similar courses or request more information for assistance. TrainUp.com's training support team will respond within one business day with relevant offerings.