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Estate Planning (MI1024)
Course Format: Online  Test Format: Online
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Field of Study(s): Taxation

Estate Planning

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Estate Planning




Course Description:


Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course explains wills, living trusts, gifts, insurance, marital property and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney and nominations of conservator


Learning Objectives:


Upon successful completion of this course, participants will be able to:

  • Identify the different family documents
  • Understand the unlimited marital deduction
  • Recognize trusts, and understand the different types
  • Identify the special planning tools and learn how to benefit from them
  • Understand the family limited partnerships requirements including estate savings and income tax saving


Course Number:


NASBA Field of Study:





Danny C. Santucci

Publication Date:

Feb. 19, 2015


CPE Credits:



Program Prerequisites:



Advanced Preparation:



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