CPE Online Course Detail


Estate Planning

Price :   $19.95
CPE Credits :   2.0
Course Code :   T011-0157
Category :   Taxation
  

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


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Author: Danny Santucci


Category: Taxation


Field of Study: NA


Passing Score: 70%


Publication Date: 01/15/2016


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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requirements, cite the applicable exclusion amount and identify the effects of stepped-up basis particularly, the repealed modified carryover basis.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.


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NASBA: Yes


QAS: Yes


CPA: Suitable for all CPAs


IRS: Enrolled Agents Program Number 263UK-T-00132-14-S




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