August Special - Only $25 for 4 CPE Credit Hours - Estate Planning: An Overview Webcast (4 Hours)

Overview: 

Building on the belief that everyone needs an estate plan, this webcast provides a comprehensive overview of estate planning. You will:

  • Feel more at ease with all the important aspects of estate planning
  • Learn how to apply the most important and popular estate planning strategies and techniques
  • See how to develop and evaluate estate plans for yourself and your clients
     
Objective: 

To give accountants and tax professionals the necessary planning information and the available tools to create quality estate plans. You’ll learn what estate planning is, when and how to devise a plan, who should plan, what the necessary planning information is and what tools are available.

Emphasis: 
  • Federal estate and gift tax issues
    – Unified credit: today and in the
       future
    – Marital deduction
    – Revocable transfers
    – Gift tax exemptions
  • Income tax issues
  • Revocable living trusts
  • Probate vs. nonprobate assets
  • Multistate issues
  • Lifetime transfers
  • Will substitutes
Bottom
Prerequisite: 

None.

Preparation: 

No advance preparation required.

Level of Knowledge: 

Overview.

CPE Credit: 
4.00
NASBA Field of Study: 
Taxes