Self Study: Visual Estate Planning

Overview

This course is available until April 30, 2025.

Throw away the tax code and regulations and make sense of estate planning. 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.

Highlights

• Estate Planning
• Estate & Gift Taxes
• Plans, Devices & Techniques

Designed For

This program is appropriate for professionals at all organizational levels.

Objectives

• Identify the elements of estate planning and the importance of well-drafted legal documents and cite the key team participants noting their roles in estate planning process.
• Identify potential death taxes differentiating federal estate tax as it applies to various size estates, determine principal taxes that impact how individuals are taxed at death and specify the expiration of the death tax credit.
• Determine the distinctions between the process of property disposition within probate under a will and intestate succession noting the resulting impact on an estate and its beneficiaries.

Notice

Downloadable PDF