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Trusts, Living Trusts, and Insurance in Estate Planning

Taxes

Trusts, Living Trusts, and Insurance in Estate Planning

Course 34154A · 2 hrs · CPA & EA

Trusts are among the most versatile tools in an estate planner's toolkit. This course covers how to use various trust structures effectively, with a focused look at living trusts—how they work, when they're appropriate, and how they compare to other planning vehicles. You'll also explore the role of life insurance in estate planning, including strategies for integrating coverage into a broader plan. Professionals advising clients on wealth transfer and asset management will find this course highly practical.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA & EA
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NASBA Area: Taxes

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Trusts, Living Trusts, and Insurance in Estate Planning
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