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Estate Planning Essentials

Estate Planning Essentials

$119.95$99.95
  • SKU : T1905
  • OUR PRICE :$99.95
  • YOU SAVE : $20 (17%)
  • CREDIT HOURS : 10
Estate Planning Essentials
 
Course Description:
 
"Just  the  facts  ma'am;  just  the  estate  planning  facts."  Designed  to  give  a  quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital  property,  and  probate  avoidance.  Will  and  trust  types  are  examined  in the  context  of generalestate  and  gift  taxation.  Designed  to  eliminate  estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course, there is even a quick review of immediate postmortem death tax planning and filling out the Form 706.
 
Learning Objectives:
 
Upon successful completion of this course, participants will be able to:
  • Identify basic estate planning elements recognizing the important of well-drafted legal documents and specify the key team partipant including their roles in the estate planning process.
  • Specify estate deductions allowed under federal estate tax law stating their tax advantages and disadvantages.
  • Identify advantages of a properly drafted will, determine the distribution flow of simple wills, and specify the pros and cons of probate proceedings.
  • Identify title holding benefits of trusts, co-tenancy, partnerships, and limited liability companies and the tax characteristics of each. 
 
Course Number:
T1905
NASBA Field of Study:
Taxes
Level:                    
Overview
Author/Instructor:
Danny Santucci
Publication Date:
September 2024
CPE Credits:
10
Prerequisites:
General understanding of federal income taxation
Advanced Preparation: 
None
 
 
 

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