Estate Tools and Trusts (2 Hrs)

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Course Description

Estate Tools and Trusts

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.

Course Information

Price: $24

This course is included in our Mega CPE Special and our Unlimited Tax Bundle

Course No. M340
Format: Online pdf (62 pages). Printed book available.
Instructional Delivery Method: QAS Self-Study
Prerequisites: General understanding of federal income taxation.
Advance Preparation: None
Level: Overview
CPE Credit: 2 hrs.
Field of Study: Taxes: Technical
Course expiration:  You have one year from date of purchase to complete the course.
Course Revision Date: February 2024


Course Topics:
* Build, preserve & distribute
* Legal documents
* Estate planning team
* Estate administration
* Estate planning techniques & devices
* Trusts

Learning 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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