Course Information
Estate Tools and Trusts
Course Information
| Title: | Estate Tools and Trusts |
|---|---|
| Category: | Taxation |
| Field of Study: | Taxes |
| Course Code: | M047 |
| CPE Credits: | 2.0 |
| Price: | 19.95 |
Description
Description:
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.
Delivery Method: Online Interactive Self Study
Level: Overview
Prerequisites: None
Advanced Preparation: None
Course Details
Category: Taxation
Field of Study: Taxes
Passing Score: 70%
Technical Details: Taxation is a technical field of study for all states.
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Objectives
Objectives:
- Identify the key participants and their roles in a coordinated estate plan and recognize the probate process including trust administration;
- Determine specialized estate planning tools recognizing the use of trusts and identify how such tools save death taxes and transfer wealth while accentuating asset control;
- Specify recommended trust provisions and requirements identifying how these terms and rules impact estate and trust taxation.
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Profession
NASBA: Yes
QAS: Yes
CPA: Suitable for all CPAs
IRS: IRS credit for Enrolled Agents.
Profession Identifiers: CPA, EA