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Estate Planning Essentials (T1905)
Course Format: Online  Test Format: Online
Select Your State for Credit Hours
Level: BASIC
Field of Study(s): Taxation

Estate Planning Essentials

Estate Planning Essentials





Course Description:


This course is designed to make sense of estate planning. Learn how to structure and effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan from the simplest to the most complex.


Learning Objectives:


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

  • Know and understand the basic elements of estate planning exposing clients to the wide spectrum of estate planning.
  • Understand the importance of well-draft legal documents and clarify the key team participants.
  • Name and clarify the estate deductions allowed under federal estate tax law.
  • Understand the tax advantages and disadvantages.


Course Number:


NASBA Field of Study:





Danny Santucci

Publication Date:

June 9, 2017

CPE Credits:




Advanced Preparation: 


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