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Using the Internet in Estate Planning

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE General understanding of federal income taxation.​ Taxes Experience LevelCourse IDCPE CreditsAuthor  Overview DS-406 24 Danny Santucci, JD Using the Internet in Estate Planning C ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE General understanding of federal income taxation.​ Taxes
Experience Level Course ID CPE Credits Author
 Overview DS-406 24 Danny Santucci, JD

Using the Internet in Estate Planning

Course Description: 

While many tax professionals are aware of the general tax resources available on the Internet, this course focuses on the expanding electronic resources for estate planning. Whether it is historical stock quotes, cusip numbers or just access to the Code, the Internet now offers a wealth of information, research tools, and calculators specifically designed for the estate planning practitioner. These resources permit the tax professional to not only better serve their clients but to network with fellow practitioners, market their services and become more cost-efficient. Be there or be square!

Who Should Attend: This program is appropriate for professionals at all organizational levels.

Topics Covered:
CHAPTER 1 Estate Planning & the Internet
CHAPTER 2 Building an Estate
CHAPTER 3 Preserving an Estate
CHAPTER 4 Distribution of an Estate
CHAPTER 5 Plans, Devices & techniques

Learning Objectives:

1. Recognize ways that the Internet is changing the tax and legal professions so that adaptations can be made efficiently, recall the evolution of the Internet noting contributing organizations and determine the differences between the Internet and the World Wide Web.
2. Identify several tax-planning resources for current federal and state law, locate Web articles, commentaries and treatises on tax and estate law, determine how to stay up to date with current developments in tax and estate planning by finding related Web newsletters, and specify the connection between Usenet newsgroups and how they can be used for tax planning purposes.
3. Identify money management goals noting types of income, recognize the causes of increased taxable income for itemizing taxpayers, and specify the types of taxable income and their proper reporting.
4. Identify tax-advantaged investments using six basic management rules, and recognize the economic impact of accelerating deductions, postponing tax liability, and leveraging.
5. Identify spending habits noting how to design a budget to increase discretionary income, determine net worth using a balance sheet, and select assets and liabilities for an inventory on which to base financial goals.
6. Determine the differences between “stepped-up basis” and repealed “modified carryover basis” for estate tax purposes.
7. Specify estate-planning goals and the benefits and drawbacks of the primary dispositive plans.
8. Specify ways to make transfers outside the probate system including the use of a trust.
9. Identify special exclusions, deductions, and transfers to be used as estate-planning tools permitting clients to pass more wealth to heirs and save death taxes while retaining maximum control where possible.
10. Recognize how specialized trusts, valuations, and entities can reduce estate taxes, determine how to take advantage of the annual gift tax exclusion and provide a tax deduction or offer income, estate and gift tax savings.


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