Estate Planning – An Overview

Course Information

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Title: Estate Planning – An Overview
Category: Taxation
Field of Study: Taxes
Course Code: T019-0119
CPE Credits: 8.0
Price: 59.95



Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan – from the simplest to the most complex.

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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Chapter 1: Estate Planning 1. Identify the elements of estate planning and the importance of well-drafted legal documents and cite the key team participants and their roles in estate planning process. 2. Recognize the probate process to guide clients through an average probate. 3. Identify those estate tax-planning elements that remain relatively unaffected by recent legislation and recognize how each could benefit the taxpayer’s estate planning. 4. Specify estate-planning goals in designing an effective plan and primary plans that allow disposition outside of probate and identify trusts in at least one of two ways. 5. Determine the mechanics of a living “A-B” and “A-B-C” (QTIP) trust and their ability to reduce death taxes and identify estate-planning facts to develop an information base for an estate plan.

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QAS: Yes

CPA: Suitable for all CPAs

IRS: IRS credit for Enrolled Agents.

Profession Identifiers: CPA, EA