Importance of Proper Titling of Assets and Regular Titling Reviews

$135.00

SKU: 11185 Category: Tag:

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 Explores common asset titling constructs and their legal consequences as well as ramifications for inaccurate or outdated asset titling within an estate plan.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