Estate Planning with Selected Issues

Course Description:

This exceptional course surveys wills, living trusts, gifts, martial property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.

Learning Objectives:

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

• Identify basic estate planning elements noting the importance of well-drafted legal documents and specify the key team participants including their roles in estate planning process.
• Determine the major steps in the probate process.
• Identify ways to make transfers outside the probate system including the use of a trust.

·         Specify estate tax techniques that save death taxes while retaining maximum control.