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Estate Tools and Trusts 2017 - 2 CPE

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Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance.
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Manufacturer: Santucci

Overview

Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations.

 

Learning Assignment & Objectives

As a result of studying the assigned materials, you should be able to meet the objectives listed below.

ASSIGNMENT

At the start of the materials, participants should identify the following topics for study:

* Build, preserve & distribute

* Legal documents

* Estate planning team

* Estate administration

* Estate planning techniques & devices

* Trusts

Learning Objectives

After reading the materials, participants will be able to:

1. Identify the key participants and their roles in a coordinated estate plan and recognize probate process including trust administration;

2. Determine specialized estate planning tools noting the use of trusts and identify how such tools save death taxes and transfer wealth while accentuating asset control;

3. Specify recommended trust provisions and requirements noting how these terms and rules impact estate and trust taxation.

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Take all the CPE you need with our $129 Unlimited CPE Subscription! 365 Days access to all of our CPE courses allows you to get as much CPE Credit as you choose!

Our CPE Is Accepted In:

 
Our CPE is currently accepted in: AL, AK, AZ, CA, CO, CT, DE, GA, ID, IN, IA, KY, ME, MD, MA, MI, MO, MT, NV, NH, NM, ND, OH, OK, PA, RI, SD, TX, UT, VT, VA, WA, WI, WY
 
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Testimonials

 
Thank you for your quick response.  I can take unlimited courses for up to one year?  That means I can apply some of the courses for this year’s CPE deadline, and take additional courses after that toward my next period deadline!
Kathy CPA
 
 
That was a quick and complete response to my inquiry!!!!! Thank you.
Roger CPA
 
 
I chose your company because of the price, and I'm certainly happy with that!  I am thankful that there is CPE that is so affordable.  Thanks for responding!
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