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Course Information

Course No: 9276523

Course Name: Estate Tools and Trust

Field of Study: Taxes

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.

Learning objectives: After completing this section, you should be able to:

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

Course Material: Online Material

Program level: Overview

Prerequisites: General understanding of federal income taxation.

Advance preparation: None

Type of delivery method: QAS Self-study

Recommended CPE credits: 2.0

Final examination expiration date: The program participant will have one year from the date of purchase to complete the course and final examination.