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Wills and Living Trusts Explained

Business

Wills and Living Trusts Explained

Course 40652A · 2 hrs · CPA

Wills and living trusts are two of the most fundamental tools in any estate plan, but knowing when to use each—and how they work—is key to giving clients sound guidance. This course covers the essentials of drafting and understanding wills, then moves into the structure and advantages of living trusts. Tax and financial professionals will come away with a clearer picture of how these documents function together to transfer assets efficiently and according to a client's wishes.

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

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Wills and Living Trusts Explained
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