• Course Information

    Title: Estate Planning - Practical Solutions
    Category: Taxation
    Field of Study: Taxes
    Course Code: T013-0118
    CPE Credits: 22.0
    Price: $115.95
    Add to Cart

Description

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

Policies: Click here

Course Details

Author: Danny Santucci

Category: Taxation

Field of Study: Taxes

Passing Score: 70%

Publication Date: 04/04/2017

For More Detail: Click here

Objectives

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.

For More Objectives: Click here

Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

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

Start Saving on Your CPE Today!

Join MasterCPE