Estate Tools and Trusts
Earn 2 CPE Credits!
Exam price $58.
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All of our materials/exams are NASBA and the AICPA approved the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

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  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Instructor discussion forum



Overview

Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost-effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations.

  • Identify the key participants and their roles in a coordinated estate plan and recognize the probate process including trust administration.
  • Determine specialized estate planning tools recognizing the use of trusts and identify how such tools save death taxes and transfer wealth while accentuating asset control.
  • Specify recommended trust provisions and requirements identifying how these terms and rules impact estate and trust taxation.
  • None
  • General understanding of federal income taxation.
  • Basic
  • 103648

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