Webinar Details $219
- Webinar Date: March 18, 2025
- Webinar Time: 12:00pm - 1:40pm EDT live
- Webinar Length: 100 Minutes
- Guest Speaker: Chuck Borek
- Topic: Accounting, Financial Planning, Taxation and Accounting
- Credit: CPE 2.00, ATATX 1.50
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Revocable living trusts are an important and powerful estate planning tool that can accomplish many goals, including privacy and the avoidance of probate. Trusts, however, are a somewhat complex legal concept that are often misunderstood. If not properly set up, a revocable trust can prove to be useless.
In this course, we will learn about revocable living trusts, what they are, how and when they are most effectively used, and how they stack up against the alternatives.
Your Benefits for Attending:- The importance of estate planning
- The probate process
- The nature of trusts
- Revocable and irrevocable trusts
- Using a revocable living trust as a will alternative
- Using a revocable living trust as a power of attorney alternative
- Tax issues
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Chuck Borek
Chuck Borek is a practicing attorney and founder of the Borek Group, LLC. Chuck is also a CPA, and his background includes five years as a partner in a public accounting firm. He received his law degree and MBA summa cum laude from the University of Baltimore in 1993, where he was editor [...]
CPE Credit
Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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