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Living Trusts: Probate Avoidance and Trust Alternatives

Business

Living Trusts: Probate Avoidance and Trust Alternatives

Course 40352A · 2 hrs · CPA

Probate can be costly and time-consuming—but is a living trust always the right solution? This course examines how probate works, strategies for avoiding it, and ongoing reforms that affect the process. It also explores practical alternatives to living trusts, including powers of attorney, conservatorship, guardianship, medical advance directives, and life insurance. Sample legal documents are included to help you better understand the tools your clients may already have—or still need—in their estate plans.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Living Trusts: Probate Avoidance and Trust Alternatives
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