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Estate Planning Essentials

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE Basic Understanding of Taxes Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-304 16 Danny Santucci Estate Planning Essentials Course Description: "Just th ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE Basic Understanding of Taxes Taxes
Experience Level Course ID CPE Credits Author
Basic to Intermediate DS-304 16 Danny Santucci

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 with an Internet flair. Will and trust types are examined in the context of general estate 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.

Who Should Attend: CPAs

Topics Covered:
CHAPTER 1 Estate Planning
CHAPTER 2 Estate & Gift Taxes
CHAPTER 3 Wills & Probate
CHAPTER 4 Trusts
CHAPTER 5 Post-Mortem Planning & Tax Return Requirements
CHAPTER 6 Estate Planning & the Internet
CHAPTER 7 Bookmarks

Learning Objectives:

1. 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.

2. 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, and select categories estate-planning facts.

 


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