4158 | On Demand | Intermediate | Self-Study
Trusts and Estate Planning Documents
Friday, May 1, 2020 - Friday, April 30, 2021
Which plan is appropriate for your client? Before you can make reasoned recommendations, you must have knowledge of trust types, features, and taxation so you can best educate and advise your clients.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers ancillary documents necessary to support the estate plan and the client, including a durable power of attorney and the durable power of attorney for health care, as well as living wills and trusts.
This course will ensure you understand these documents, what they seek to accomplish, and how they are put into practice.
Recognize the process of estate administration in accordance with a decedent's will. Distinguish among the various types of wills. Identify the type of will used with a revocable living trust. Recall an estate planning recommendation that addresses incapacity. Determine which assets are subject to ancillary probate. Recall when probate is required. Identify the estate planning strategy that ensures that a client's assets pass to the client's heirs, rather than to creditors.
- Thomas Tillery (view bio)
- Susan Tillery
CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.
Estate planning documents Trusts Goals that trusts can achieve The parties to a trust Grantor Trustee Beneficiary Types of Trusts Simple trust Complex trust Inter vivos and testamentary trusts Revocable and irrevocable trusts Grantor trust Charitable trusts
Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.
Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.
Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).