Estate Planning With Selected IssuesCode: 24-ITS95

Price: $159.00
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Course Details

499 Pages

This exceptional course surveys wills, living trusts, gifts, marital property and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.

OBJECTIVES:

To provide participants with a fundamental examination of commonly encountered estate planning opportunities and develop skills for dealing with estate tax problems.

MAJOR TOPICS:

  • Estate Administration

  • Buy/sell Agreements

  • Federal Estate Tax Computation

  • State Death Tax Credit

  • Gift Taxes & Annual Exclusion

  • Charitable Gifting

  • Special Valuation

  • Installment Payment of Death Taxes

  • Types of Wills

  • Retirement Plans

  • Life Insurance

  • Living Trusts

  • 2503 Trusts

  • Manner of Holding Title

  • Marital Deduction

  • Trust Taxation

  • Annuities

  • Irrevocable Life Insurance Trust

  • Estate Deductions

  • Forms 706 & 709

  • Family Limited Partnerships

  • Self-Canceling Installment Notes

  • Totten Trusts

Presentation Method:  Self-Study

 

Category: Taxation

CPE credit:  20 Hours

Program Level:  Basic to Intermediate

Prerequisites:  None

Advance Preparation:  None

Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase

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Estate Planning with Selected Issues
There was some review and some really new. It was well worth taking.
Robert Linn
02/24/2024
R.B.Linn, CPA
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For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.

American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

NASBA QAS Sponsor number 108096