Estate Tools and Trust Mini 2021

  • Credits: 2
  • Format: Self-Study eBook
  • Field of Study: Federal Tax Law
  • Author/Speaker: Danny Santucci, CPA
Course ID: Advanced Preparation: Experience Level:
EWTFM-T-01735-21-S | 6233-CE-0460 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© February 2021 Basic Understanding of Taxes Self-Study eBook

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.

Topics include:
  • 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.

Learning Objectives:

After reading the course material, you will be able to:

  • Build, preserve & distribute
  • Legal documents
  • Estate planning team
  • Estate administration
  • Estate planning techniques & devices
  • Trusts

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: