Wills vs. Trusts: The Ultimate Guide

National Business Institute
Training overview
Professional Course
6 hours
From 389 USD

Start dates
389 USD
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Course description

Wills vs. Trusts: The Ultimate Guide

Estate planning is a delicate balancing act of finding the right solutions to the clients' unique circumstances and (often conflicting) priorities. This essential wills and trusts guide walks you through the decision-making process and offers practical knowledge for drafting essential estate planning documents. Register today!

  • Recognize when you should use a will and when a trust is a better option.
  • Get the sample documents you need to draft airtight wills.
  • Know when to use revocable vs. irrevocable trusts.
  • Draft personalized trust forms and plan out distributions.
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Training content

  1. What Questions to Ask Your Clients and Why
  2. How the Nature and Value of the Assets Contributes to the Choice of Planning Tools
  3. Wills and Testamentary Trusts: Key Functions and Provisions (with Sample Documents)
  4. Executor/Trustee Duties and Responsibilities
  5. Tax Considerations
  6. Complexity of Distributions
  7. Flexibility: Which Tools are Easier to Update/Modify?
  8. Living Trust Structures and Provisions
  9. Legal Ethics Considerations

Why choose NBI?

More than 1.3 million professionals have trusted NBI with their training

With 35+ years of expertise, we understand the needs of professionals seeking continuing education

Our diverse catalog of 4,000+ courses covers topics in all legal disciplines

About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

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National Business Institute

1218 McCann Dr
54720 Altoona WI

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