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Estate Planning - Mini CourseCode: 22-ESTATE2
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Course description and objectives:
Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney and nominations of conservator
After reading the materials, participants will be able to:
1. Describe an estate planning team explaining their role in the estate administration process, list the unlimited marital deduction requirements, define the applicable exclusion amount and discuss the effects of stepped-up basis particularly, the potential of modified carryover basis.
2. Point out the limits of a simple will and the advantages and disadvantages of living trusts.
3. Identify specialized estate planning tools describing how they permit clients to pass more wealth and save death taxes, list the uses of a durable power of attorney, and give instances when a conservatorship is appropriate.
Presentation Method: Self-Study
CPE credit: 2 Hours
Program Level: Update
Advance Preparation: None
Exam expiration date: Participants must submit exams for grading within one year from the date of purchase