Course Information
Estate Planning – Key Concepts
Course Information
| Title: | Estate Planning – Key Concepts |
|---|---|
| Category: | Taxation |
| Field of Study: | Taxes |
| Course Code: | T022-0113 |
| CPE Credits: | 10 |
| Price: | 69.95 |
Description
Description:
Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance, as well as using Internet tools for estate planning. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. This overview course also includes a quick review of immediate postmortem death tax planning and filling out the Form 706.
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:
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Objectives
Objectives:
Chapter 1: Estate Planning 1. Identify basic estate planning elements recognizing the importance of well-drafted legal documents and specify the key team participants including their roles in the estate planning process. 2. Determine the major steps in the probate process, identify ways to make transfers outside the probate system including the use of a trust, specify estate tax techniques that save death taxes while retaining maximum control, and identify estate-planning facts.
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Profession
NASBA: Yes
QAS: Yes
CPA: Suitable for all CPAs
IRS: IRS credit for Enrolled Agents.
Profession Identifiers: CMA, CPA