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Estate Tools and Trusts

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-218 2 Danny Santucci Estate Tools and Trusts Course Desc ...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
Basic to Intermediate DS-218 2 Danny Santucci

Estate Tools and Trusts

Course Description: 
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations.

Who Should Attend: All CPA's, Enrolled Agents, & all Tax Professionals

Learning Objectives:

1. Identify the key participants and their roles in a coordinated estate plan and recognize probate process including trust administration;
2. Determine specialized estate planning tools noting the use of trusts and identify how such tools save death taxes and transfer wealth while accentuating asset control;
3. Specify recommended trust provisions and requirements noting how these terms and rules impact estate and trust taxation.


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