• Course Information

    Title: Demo Course - Estate Tools
    Category: Taxation
    Field of Study: Taxes
    Course Code: T014-0170
    CPE Credits: 1.0
    Price: $0.00


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 mini-course surveys wills, 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.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: Danny Santucci

Category: Taxation

Field of Study: Taxes

Passing Score: 70%

Publication Date: 07/23/2018

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1. Identify the key participants and their roles in a coordinated estate plan and recognize pro-bate 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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QAS: Yes

CPA: Suitable for all CPAs

IRS: Enrolled Agents Program Number 263UK-T-00159-14-S

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