Estate Planning Essentials ON DEMAND
Available Until
Your Desk
10.0 Credits
Member Price $58.00
Non-Member Price $67.00
Overview
Just the facts ma’am; just the estate planning facts. Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course; there is even a quick review of immediate postmortem death tax planning and filling out Form 706.
Highlights
Estate planning. Estate and gift taxes. Wills and probate. Trusts. Post-mortem planning and tax return requirements.
Prerequisites
None.
Designed For
CPAs, EAs, CRTPs, and other tax and accounting professionals.
Objectives
Identify basic estate planning elements, recognizing the importance of well-drafted legal documents, regular assessment of the estate plan, and efficient estate and trust administration. Specify estate tax techniques that save death taxes while retaining maximum control, including the use of family limited partnerships and recognize the importance of an inventory and evaluation of assets. Identify the federal estate tax as it applies to various size estates, specify the persons subject to the federal estate tax, and determine what is included in a taxable estate, such as gifts, trust transfers, joint interests, and powers of appointment, and more.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Danny Santucci, Western CPE
Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning. Speaking to more than 100 groups nationally each year, he is known for spicing up his extensive expertise with an incredible sense of humor.
Non-Member Price $67.00
Member Price $58.00