Title: | Estate Planning |
Category: | Taxation |
Field of Study: | Taxes |
Course Code: | T011-0157 |
CPE Credits: | 2.0 |
Price: | $19.95 |
Buy |
Description:
Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney and nominations of conservator.
Delivery Method: Online Self Study
Level: Overview
Prerequisites: None
Advanced Preparation: None
Policies: Click here
Author: Danny Santucci
Category: Taxation
Field of Study: Taxes
Passing Score: 70%
Publication Date: 01/24/2020
Technical Details: Taxation is a technical field of study for all states.
For More Detail: Click here
If you are unable to view PDF then right click the mouse and click save link as
Objectives:
1. Recognize members of the estate planning team including their role in the estate administration process, specify the unlimited marital deduction requirements, cite the applicable exclusion amount and identify the effects of stepped-up basis particularly, the repealed modified carryover basis.
2. Determine the limits of a simple will and the advantages and disadvantages of living trusts.
3. Identify specialized estate planning tools noting how they permit clients to pass more wealth and save death taxes, cite the uses of a durable power of attorney, and specify instances when a conservatorship is appropriate.
For More Objectives:
Click here
If you are unable to view PDF then right click the mouse and click save link as