Trust Accounts and Retirement Planning
FL118603 - 4 Hours
This CE class for agents explains the benefits of using living trusts for estate planning, how trusts interact with wills, and taxation issues with trusts.





Revocable living trusts are an estate planning tool that help to maximize the benefits that assets can provide during a person's lifetime and to optimize their desired benefit after death. This continuing education course will help agents understand the role that trusts play in achieving financial goals in connection with estate planning. Examine the unexpected financial problems and tax penalties when a will is the only estate planning tool that is used. Examples are used to underscore different situations and how they impact estate planning.

Class highlights include:

  • Understanding Revocable Living Trusts

  • Steps to Creating a Living Trust

  • What are Pour-Over Wills?

  • Uniform Transfer to Minors Act ("UTMA")

  • Joint Tenancy

  • Blended Family Options

  • Creditors and Living Trusts

  • Taxation of a Living Trust

  • Approved for 4 Hours of Elective Continuing Education