Trusts are the most powerful tool in estate and disability planning, but meticulous care must be taken at formation to ensure they work as intended. In this engaging course, faculty will take you through the initial steps of trust creation and share the precise trust language they use to ensure grantors' intent is carried through. Register today!
Get a practical update on the laws governing trusts.
Walk through the key decision-making process involved in trust formation.
Come away with sample trust language you can use immediately.
Predict how specific trust language will affect administration in the long run.
This course is part of the Tennessee Trusts Miniseries series.
This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics.
CPE for Accountants
CPE for Accountants/NASBA
Specialized Knowledge: 3.50
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to: 1. Recall the main parties to a trust. 2. Provide two examples of irrevocable trusts. 3. Provide two examples of powerhouse provisions.Field(s) of Study -- Specialized Knowledge.
R. LANCE PRUITT is a family wealth director and Sr. vice president with the wealth management team of Venable Cantey Pruitt & Sexton. Mr. Pruitt is a financial advisor. He provides consultation and solutions to clients in the areas of estate planning, asset protection, and business succession planning. Prior to his current employment, Mr. Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law. He also is an adjunct professor at Tusculum College. Mr. Pruitt earned his B.S. degree from the University of Tennessee at Knoxville, his J.D. degree from Southern Illinois University School of Law, and his LL.M. degree in taxation from the University of Missouri-Kansas City School of Law.
KARL D. WARDEN is a sole practitioner in Nashville, where he practices in the areas of elder law, estate planning, business law, business litigation, and civil law. He has been practicing law for more than 30 years, and has lectured for professional groups on matters related to estate planning and elder law. Mr. Warden is admitted to practice in Tennessee. He earned his B.A. degree from Vanderbilt University, his J.D. degree from West Virginia University College of Law, and his LL.M. degree from George Washington University Law School. Mr. Warden is a member of the Nashville Bar Association, a recipient of the CLE Excellence Award, and a fellow of the Nashville Bar Foundation.
We use this information in order to improve and customize your browsing experience,
in addition to improving our internal analytics and metrics about our visitors.