FIP103 - Make Your Own Living Trust

$125.00

CPE Credit Hours - 20

Death may be inevitable, but probate doesn't have to be. By creating a living trust, your property will bypass lengthy and expensive probate proceedings and go directly to the people you've designated, quickly and easily. Make Your Own Living Trust explains how to create a living trust, transfer property to the trust and amend or revoke the trust at any time. Specifically, it covers how to: Create various living trusts, including an AB trust (also known as a "marital trust" or "bypass trust"); transfer assets to your trust, including real estate, stocks and bonds, jewelry, art or a small business; appoint someone to manage property left to minors or young adults; provide for trust property management if you become incapacitated; retain absolute control over trust property while you live. This course also covers the "disclaimer trust," an excellent option if you're not sure whether you need an AB trust. It also provides new information on the rise of state estate taxes.

This is a self-study CPE course.
Program level: Basic
Prerequisites: None
Advanced Preparation: None required
Minimum final examination passing grade: 70%
Maximum time allowed to complete the program: One year from date of purchase

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