Show navigation

Available in:

Audio & Reference Manual
MP3 Download

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

Register Now

Free Webinar Sponsored By

More Program Information

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
Register Now

Free Webinar Sponsored By

More Program Information

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

Audio & Reference Manual

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

MP3 Download

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

Register Now

Free Webinar Sponsored By

More Program Information

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 with 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 [email protected], 626-389-8254 or www.prdrlaw.com
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
  • Author of “Trustee’s, Executors and Beneficiaries”, published by the Institute for Preparing Heirs
  • J.D. degree, Deans Honors and Recipient of Deans Full Tuition Academic Scholarship, Loyola Law School; B.A. degree, magna cum laude, UCSD
  • Active member of the California State Bar and a member of that body’s Trusts and Estates section
  • Can be contacted at [email protected], 818-864-6174 or www.vterzianlaw.com
Register Now

Free Webinar Sponsored By

More Program Information

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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 401624
Published 2017
Register Now

Available in Multiple Formats

Purchase this course and learn on your schedule!