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Estate Planning With Selected Issues

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE Basic Understanding of Taxes Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-405 24 Danny Santucci Estate Planning With Selected Issues Course Description ...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-405 24 Danny Santucci

Estate Planning With Selected Issues

Course Description:
This exceptional course surveys wills, living trusts, gifts, marital 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.

Who Should Attend: CPAs

Topics Covered:
CHAPTER 1 Estate Planning
CHAPTER 2 Estate & Gift Taxes
CHAPTER 3 Wills & Probate
CHAPTER 4 Trusts
CHAPTER 5 Entities & Title
CHAPTER 6 Life Insurance, Annuities & Buy-Sell Agreements
CHAPTER 7 Special Business Issues
CHAPTER 8 Estate Freeze Rules
CHAPTER 9 Elderly & Disabled Planning
CHAPTER 10 Post-Mortem Planning & Tax Return Requirements

Learning Objectives:

After reading Chapter 1, participants will be able to:

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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