Self-Study Continuing Education Courses
for Financial Professionals

Living Trusts ON SALE View Table of Contents [ Print This Page ] Credits: CFP®: 20 Licenses: CFP PACE A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors. This course is based on the book - Living Trusts by Doug H. Moy. About Living Trusts This book provides a comprehensive study of revocable living trusts. The advisor will learn how to set up, fund, and manage a living trust that will protect the trustor’s financial affairs in both life and death. Topics covered include: An overview of the revocable living trust design, trustees responsibilities, and advantages and disadvantages; Operation of living trusts revocation, termination, amendment, day-to-day handling, cost of creating and operating, trustee liability; Impact of living trusts on taxes − federal income tax and transfer tax issues; Funding of living trusts, the funding process, and the numerous vehicles for funding. Course Information  What's Included Book (415 pages, published 2003 by John Wiley and Sons, Inc.), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board. Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of the page. Additional CE credit Information CFP® and PACE credit available in all states. Field(s) of Study: Estate Planning (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation). Program delivery method: Self-study–print.   How to Order Order online or by phone (800-588-7039) . To order online: Enter quantity below Click "Add to Cart." Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Price:  $129.00 Quantity