Demo Course – Estate Tools

Course Information

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Title: Demo Course – Estate Tools
Category: Taxation
Field of Study: Taxes
Course Code: T020-0170
CPE Credits: 1.0
Price: 0.0



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 course surveys wills, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and 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%

Publication Date: 03/17/2022

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

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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. Identify specialized estate planning tools and how such tools save taxes and transfer wealth while accentuating asset control.

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QAS: Yes

CPA: Suitable for all CPAs

IRS: IRS credit for Enrolled Agents.

Profession Identifiers: CPA, EA