CPE Online Course Detail


Estate Planning - Practical Solutions

Price :   $115.95
CPE Credits :   22.0
Course Code :   T013-0118
Category :   Taxation
  

Description:
This course covers many different aspects of estate planning, including 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.


Delivery Method: Online Interactive Self Study


Level: Overview


Prerequisites: General understanding of federal income taxation.


Advanced Preparation: None


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Author: Danny Santucci


Category: Taxation


Field of Study:


Passing Score: 70%


Publication Date: 03/15/2016


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Objectives:
Chapter 1: Estate Planning

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 identify estate-planning facts.


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NASBA: Yes


QAS: Yes


CPA: Suitable for all CPAs


IRS: Enrolled Agents Program Number 263UK-T-00094-14-S




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