• Course Information

    Title: Estate Tools and Trusts
    Category: Taxation
    Field of Study: Taxes
    Course Code: T020-0151
    CPE Credits: 2.0
    Price: $19.95
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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:

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: 01/16/2020

Technical Details:

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Objectives

Objectives:
1. Identify the key participants and their roles in a coordinated estate plan and recognize 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: Enrolled Agents Program Number 263UK-T-00126-14-S

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