This presentation focuses on the technical aspects and practical considerations of funding revocable trusts and utilizing transfer on death and beneficiary designations where appropriate.  The class will empower attendees with the knowledge needed to effectively fund a revocable trust and different methods used on various assets, taking into consideration the grantor's goals and legal requirements.  

This two-part series is designed to take you from the “why” to the “how” of funding a revocable living trust. Part 1 builds the strategic foundation while Part 2 provides the step-by-step guidance to put that strategy into practice. For the most complete understanding, and to best serve your clients, register for both sessions and get the full picture from philosophy to implementation. Click here to register (or get the home study) for the October program (Part 1).

CBA-CLE will email webinar access information 24-48 hours before the program.

Home studies will be available 2-3 weeks following the live program.

CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.

The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.