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 your clients
Objective: 

To give accountants and tax professionals the necessary planning information and the available tools to create quality estate plans for clients. 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