Webinar Registration

The Pros and Cons of Revocable Trusts
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, May, 12
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Laurie Steiner
Laurie Steiner
Estate Planning Attorney

What You'll Learn

Learn the purpose of revocable trusts, also known as living trusts, and how they can be a useful part of a client's estate plan. Join estate planning attorney Laurie Steiner to learn the advantages and disadvantages of a revocable trust as compared to irrevocable…

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What You'll Learn
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Webinar Description

Learn the purpose of revocable trusts, also known as living trusts, and how they can be a useful part of a client's estate plan. Join estate planning attorney Laurie Steiner to learn the advantages and disadvantages of a revocable trust as compared to irrevocable trusts or no trust at all! Laurie will also touch on the importance of beneficiaries and considerations to keep in mind when selecting both primary and contingent beneficiaries.

Learning Objectives:

  • Learn key aspects of establishing a revocable trust, such as assigning a trust and managing trust assets.
  • Learn which terms of a revocable trust can be modified.
  • Learn how revocable trusts are taxed.
  • Learn how revocable trusts work during incapacity.

 

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) 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.