Estate Planning Essentials 2025-26

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 & Gift Taxes
• Wills & Probate
• Trusts
• Post
  • Mortem Planning & Tax Return Requirements
  • Estate Planning & The Internet

Prerequisites

None.

Objectives

• Understand estate planning basics, key participants, and the functions of wills.
• Identify death taxes, post
  • mortem actions, and tax implications.
  • Examine trusts, their purposes, and the Internet's impact on taxation.

Preparation

General understanding of federal income taxation.