Importance of Proper Titling of Assets and Regular Titling Reviews

Course Number: ABA

Course Code: ABA

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 Explores common asset titling constructs and their legal consequences as well as ramifications for inaccurate or outdated asset titling within an estate plan.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

Audience: Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen

Prerequisites: n/a

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 0.50 CTFA

Length: Approximately 20 minutes

ABA Training