Estate Planning: An Overview Webinar
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Overview
Building on the belief that everyone needs an estate plan, this webinar provides a comprehensive overview of estate planning. You will:
- Feel more at ease with all the important aspects of estate planning
- Learn how to apply the most important and popular estate planning strategies and techniques
- See how to develop and evaluate estate plans for your clients
This course qualifies for IRS Continuing Education Credit.
Objective
To give accountants and tax professionals the necessary planning information and the available tools to create quality estate plans for clients. You'll learn what estate planning is, when and how to devise a plan, who should plan, what the necessary planning information is and what tools are available.
Emphasis
- Federal estate and gift tax issues
– Unified credit: today and in the future
– Marital deduction
– Revocable transfers
– Gift tax exemptions - Income tax issues
- Revocable living trusts
- Probate vs. nonprobate assets
- Multistate issues
- Lifetime transfers
- Will substitutes
This course is included in the following subscriptions:
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View SubscriptionsPrerequisite
None
Level of Knowledge
Overview
CPE Credits
4.5
Hours
NASBA Field of Study
Taxes