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Copyright © 2006.
cisco-certificatiom.co.uk
All Rights Reserved
Estate Planning Series: Preparing Your Will
Product Code: eplc03 Time: 3.0 hour(s) CEUs: Available

Summary:

This course provides an introduction to wills and trusts, as applicable to United States regulations.

Objectives:

  • Describe the disadvantages of dying without a will
  • Explain the function of probate court
  • Identify the main parts of a simple will
  • Create a distribution plan of his or her assets
  • Distinguish between the functions of a will and a trust
  • Select a trustee
  • Recognize the relative benefits of different types of trusts


Topics:

  • Why Have a Will?
  • The Simple Will
  • Distributing Your Assets
  • Introduction to Trusts
  • Trusts and Wills
  • Living Trusts

Technical Requirements:

P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Javascript, DHTML and cookies enabled; Sound card with speakers or headphones strongly recommended.

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