Estate Planning & Probate

Revocable Living Trusts

Description:

Many people are now selecting the revocable living trust as the foundational document of their estate plan instead of relying on a will or joint ownership. A properly prepared and funded revocable living trust can provide many benefits to your clients. This presentation will review how you can help your clients use the revocable living trust to maintain privacy, plan for incapacity, avoid probate and transfer assets to loved ones.

Comments from attendees:

"What I learned "Will, DPOA, RLT, Healthcare directives are core tools. RLT is not a living will. Initially I thought that an RLT was similar to living will, but now I know that they are very different. The presenter stated that he tends to use joint trusts due to tax concerns. I will keep this in mind in my practice. Disability incompetency planning is a unique feature of the RLT."

"Good overview of revocable trusts. Hope to see a session like this one about irrevocable trusts in the future!"


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Speakers/Producers


This course is no longer available for purchase.

Course Information Webcast - Archived Video Highlights
  • Viewable on desktop or mobile devices
  • Flexible to your schedule
  • Dual PowerPoint and video presentation
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.