E- Estate Planning

E- Estate Planning
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Price: $19.99
Credits: 2.0
Prerequisite: None
Level: Overview
Model: MT025
Author: Danny Santucci
Average Rating: Not Rated
Fields of study: Taxes
Format: PDF

Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney and nominations of conservator.

Learning Objectives
At the start of the materials, participants should identify the following topics for
* Estate planning team & administration
* Unlimited marital deduction & applicable exclusion amount
* Primary dispositive plans
* Trusts
* Annual gift tax exclusion
* Annuities & installment sales to family members
* Charitable remainder trusts
* Family limited partnerships
* Buy-sell agreements
* Family documents
After reading the materials, participants will be able to:
1. Recognize members of the estate planning team including their role in the
estate administration process, specify the unlimited marital deduction
requirements, cite the applicable exclusion amount and identify the effects of
stepped-up basis particularly, the repealed of modified carryover basis.
2. Determine the limits of a simple will and the advantages and disadvantages
of living trusts.
3. Identify specialized estate planning tools and how they permit clients to
pass more wealth and save death taxes, cite the uses of a durable power of
attorney, and specify instances when a conservatorship is appropriate.

Revision Date: 2/29/2024

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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