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Visual 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-154 16 Danny Santucci, JD Visual Estate Planning Course Descript ...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-154 16 Danny Santucci, JD

Visual Estate Planning

Course Description: 

Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an 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.

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

Topics Covered:
CHAPTER 1 Estate Planning
CHAPTER 2 Estate & Gift Taxes
CHAPTER 3 Plans, Devices & Techniques

Learning Objectives:

1. Identify the elements of estate planning and the importance of well-drafted legal documents and cite the key team participants noting their roles in estate planning process.
2. Recognize the probate process to guide clients through an average probate.
3. Identify those estate tax-planning elements that remain relatively unaffected by recent legislation and recognize how each could benefit the taxpayer’s estate planning.
4. Specify estate-planning goals in designing an effective plan noting primary plans that allow disposition outside of probate and identify trusts in at least one of two ways.
5. Determine the mechanics of a living “A-B” and “A-B-C” (QTIP) trust noting their ability to reduce death taxes and identify of estate-planning facts to develop an information base for an estate plan.
6. Identify potential death taxes differentiating federal estate tax as it applies to various size estates, determine principal taxes that impact how individuals are taxed at death, and specify the expiration of the death tax credit.
7. Determine the taxable estate under §2501 and what assets are included in a gross estate using basic categories of property and transfers.
8. Specify estate deductions allowed under federal estate tax law and their tax advantages and disadvantages.
9. Identify ways to make transfers outside the probate system including the use of a trust.
10. Specify 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.
11. Recognize how specialized trusts, valuations, and entities can reduce estate taxes, cite the advantages of the annual gift tax exclusion noting how it can provide a tax deduction or offer income, estate and gift tax savings.



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