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Audio & Reference Manual

Factors to Consider When Determining to Use a Will or a Trust

Gain knowledge on the difference of when to use a will versus a trust and learn which method will be best for clients.

Wills and living trusts can both be effective estate planning documents that enable you and/or your client to direct the transfer of their assets after their death. But how do you know which your client need? In essence, both wills and living trusts are designed to do the same thing - to pass on assets at death. Both can be very effective, but they use different methods to do it. Therefore, you need to fully understand these differences in order to decide which method is better for your client, and their individual circumstances. This live webinar helps the practitioner understand the key differences between a will and a trust. This live webinar also explains those factors to consider in each unique client situation. As a result, attendees will be able to more effectively counsel their clients. This webinar is a critical foundation to building a successful estate planning practice.

Runtime: 92 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Is a Will?

  • Key Characteristics That Define a Will
  • Different Types of Wills
  • Administration of a Will

What Is a Trust?

  • Key Characteristics That Define a Trust
  • Different Types of Trusts
  • Administration of a Trust

Factors to Consider When Determining Whether to Use a Will or a Trust

  • The Beneficiaries and Family Complexity
  • The Assets
  • The Debts
  • State and Local Rules
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on December 1, 2017.

Call 1-866-352-9540 for further credit information.

  • CFP 1.5
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 1.5 hours of continuing education credit. Level of Knowledge: Intermediate.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Joshua R. Driskell

Joshua R. Driskell

Primuth & Driskell, LLP

  • Founding Partner of Primuth & Driskell, LLP
  • Specializing in Tax, Estate Planning, Trust Administration and Probate
  • Rising Star Super Lawyers 2016 – 2017
  • Achieved the highest rating in the Martindale-Hubbell Law Directory
  • Admitted in United States Tax Court
  • Active member of the California State Bar and a member of the Tax and Trusts and Estates sections
  • Can be contacted at 626-683-7234 or [email protected]
Vanessa M. Terzian

Vanessa M. Terzian

Terzian Law Partners, APC

  • Founding partner of Terzian Law Partners, APC
  • Specializing in Estate Planning, Trust Administration and Probate
  • Adjunct professor of Trust and Wills, Southwestern Law School, Rising Star Super Lawyers 2015 – 2017
  • Wrote “Trustee’s, Executors and Beneficiaries”, published by the Institute for Preparing Heirs
  • Active member of the California State Bar and a member of that body’s Trusts and Estates section
  • J.D. degree, Loyola Law School, Deans Honors and Recipient of Deans Full Tuition Aca-demic Scholarship; B.A. degree, Magna Cum Laude, UCSD
  • Can be contacted at 626-683-7234 or [email protected]
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Product ID: 401624
Published 2017
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