Description

Provides a foundation for understanding the importance of proper titling of assets. Explores common asset titling constructs and their legal consequences as well as ramifications for inaccurate or outdated asset titling within an estate plan.

What You’ll Learn

After completing this course, students will be able to:

Describe the importance of proper titling of assets

Explain the impact of titling on different asset types;

Explain asset titling within an estate planning context

Explain legal and tax implications of improper titling;

Describe common asset titling mistakes

Identify steps to ensure the proper titling of assets

Additional information

Audience	Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen
Length	Approximately 20 minutes
Credits	0.50 CTFA
Member Price	135.00
Non-Member Price	185.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online