Estate Tools and Trusts

Course Information

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Title: Estate Tools and Trusts
Category: Taxation
Field of Study: Taxes
Course Code: M047
CPE Credits: 2.0
Price: 19.95

Description

Description:

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 exceptional mini-course surveys wills, living trusts, 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

Course Details

Category: Taxation

Field of Study: Taxes

Passing Score: 70%

Technical Details: Taxation is a technical field of study for all states.

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Objectives

Objectives:

  1. Identify the key participants and their roles in a coordinated estate plan and recognize the probate process including trust administration;
  2. Determine specialized estate planning tools recognizing 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 identifying how these terms and rules impact estate and trust taxation.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: IRS credit for Enrolled Agents.

Profession Identifiers: CPA, EA