Estate Planning With Selected Issues ON DEMAND

Overview

Finding your way through the complexities of estate planning, from wills to trust forms and probate avoidance, can be overwhelming for both professionals and individuals. This CPE course is expertly designed to demystify these complexities, offering a clear path through the maze of legal documents and tax implications involved in estate management. Participants will gain a comprehensive understanding of essential estate planning elements, including the construction and utilization of wills, living trusts, gifts, marital property, and strategies for probate avoidance. The CPE class provides practical solutions and effective approaches to eliminate estate problems and reduce or eliminate death taxes, focusing on cost-effective, practical solutions. Learn to identify the roles of key team members in the estate planning process, comprehend the major steps in the probate process, and understand different estate tax techniques. Additionally, the course covers various aspects of tax planning, such as determining taxable estates, estate deductions, gift planning, and the valuation of business interests in an estate. This training is invaluable for those seeking to navigate the often intricate world of estate planning, ensuring effective management of estate issues and maximizing financial benefits.

Highlights

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Entities and title. Lifetime, annuities and buy-sell agreements. Special business issues. Estate freeze rules. Elderly and disabled planning. Post-mortem planning and tax return requirements.

Prerequisites

None.

Designed For

CPAs, financial professionals, enrolled agents, and attorneys.

Objectives

Identify basic estate planning elements recognizing the importance of well-drafted legal documents and specify the key team participants including their roles in the estate planning process. Determine the major steps in the probate process, identify ways to make transfers outside the probate system including the use of a trust, specify estate tax techniques that save death taxes while retaining maximum control, and identify estate-planning facts, and more.

Preparation

None.

Notice

None.