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Living Trusts, Powers of Attorney, and Alternatives

Business

Living Trusts, Powers of Attorney, and Alternatives

Course 40401A · 2 hrs · CPA

Revocable living trusts are widely discussed but often misunderstood. This course cuts through the myths to explain how living trusts actually work, how they're created, and how they can be used for charitable giving. It also walks through a detailed sample trust agreement so you can see the moving parts in action. The course then shifts to trust alternatives—powers of attorney, conservatorship, guardianship, and life insurance—giving you a well-rounded view of planning options for clients at every stage.

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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, Powers of Attorney, and Alternatives
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