Family Estate Planning (2 hrs)

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Course Description

Family Estate Planning

As a result of recent legislation, family estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator.

Course Information

Price: $33
This course is included in our Mega CPE Subscription and our Unlimited Tax Bundle.

Course No. M070
Format: Online pdf (65 pages). Printed book available.
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 2023


Course topics:

* Estate planning team & administration
* Unlimited marital deduction & applicable exclusion amount
* Primary dispositive plans
* Trusts
* Annual gift tax exclusion
* Annuities & installment sales to family members
* Charitable remainder trusts
* Family limited partnerships
* Buy-sell agreements
* Family documents

Upon completion of this course you should be able to:

1. Recognize members of the estate planning team including their role in the estate administration process, specify the unlimited marital deduction requirements, cite the applicable exclusion amount and identify the effects of stepped-up basis particularly, the repealed of modified carryover basis.
2. Determine the limits of a simple will and the advantages and disadvantages of living trusts.
3. Identify specialized estate planning tools and how they permit clients to pass more wealth and save death taxes, cite the uses of a durable power of attorney, and specify instances when a conservatorship is appropriate.

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