Building on the belief that everyone needs an estate plan, this seminar provides a comprehensive overview of estate planning. Learn the necessary planning information and what tools are available. Cover federal estate and gift tax issues (unified credit: today and in the future, marital deduction, revocable transfers, gift tax exemptions, etc.), income tax issues, planning tools (credit shelter trusts, QTIP trusts, life insurance trusts, revocable living trusts, generation-skipping tax planning), probate vs. nonprobate assets, multistate issues, lifetime transfers, will substitutes and post-death strategies. |
