Understand the ancillary documents necessary to support the estate plan and the client, including a durable power of attorney, the durable power of attorney for health care, and a living will.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
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.
This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.
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