Estate Planning: An Overview Webinar
Overview
Estate planning is a critical component of comprehensive financial and tax planning, requiring careful coordination of legal documents, tax rules, and long-term objectives. This course provides a practical introduction to the principles and strategies behind effective estate plans, with a focus on how taxes, asset transfers, and post-death considerations impact individuals and families. You’ll learn how to:
- Apply estate planning tools to manage risk and preserve wealth
- Evaluate the tax and financial implications of lifetime and post-death planning decisions
- Provide informed estate planning guidance to clients and organizations
This course qualifies for IRS Continuing Education Credit.
Objective
To provide CPAs and finance professionals with a foundational understanding of estate planning concepts, tax considerations, and strategies for wealth transfer and post-death planning.
Emphasis
- General principles
- Probate estate
- Other estate planning documents
- Federal gift tax
– Annual exclusions
– Marital deduction
– Charitable contribution deductions
– Reporting gifts - Federal estate tax
- Federal generation-skipping tax (GST)
- The role of income taxes
- Planning strategies
– Unified credit planning
– Titling of assets
– Life insurance
– Disposition of business interests - Post-death strategies
This course is included in the following subscriptions:
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