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Estate Planning EssentialsCode: 24-EPEES
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Course Details
235 pages
Course description and objectives: "Just the facts ma'am; just the estate planning facts#" Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair# Will and trust types are examined in the context of general estate and gift taxation# Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective# Talk about having it all in an overview course - there is even a quick review of immediate postmortem death tax planning and filling out the Form 706.
Presentation Method: Self-Study
Category: Taxation
CPE credit: 12 Hours
Program Level: Update
Prerequisites: None
Advance Preparation: None
Presentation Method: Self-Study
Exam expiration date: Participants must submit exams for grading within one year from the date of purchase