Major Topics
Learning Objectives
- 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.
Course Description
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.
Compliance Information
Advanced Preparation
None
Field of Study
Taxes
Credits
2 Credits
Published Date
February 3, 2023
Revision Date
February 8, 2024Course Authors
Danny Santucci
All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).
Your Registration Includes:
- Course materials (video & PDF version)
- Unlimited attempts to complete exam
- Course materials (PDF & Sample Materials)
- Instant grading & certificate of completion
- One year access to complete your CPE
- Completion certificate
