Estate Planning With Selected Issues 2026-27
Available for 1 year after purchase date
**OnDemand**
2.0 Credits
Member Price $69.00
Non-Member Price $89.00
Overview
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.
Highlights
- Estate Planning
- Estate & Gift Taxes
- Wills & Probate
- Trusts
- Entities & Title
- Life Insurance, Annuities & Buy-sell Agreements
- Special Business Issues
- Estate Tax Freeze Rules
- Elderly & Disabled Planning
- Post-mortem Planning & Tax Return Requirements
Prerequisites
None.
Objectives
- Recognize unlimited marital deduction requirements, cite the appli-cable exclusion amount and identify the effects of stepped-up basis.
- Determine the limits of a simple will and the advantages and disad-vantages of living trusts.
- Identify specialized estate planning tools and how they permit clients to pass more wealth and save death taxes, and specify instances when a conservatorship is appropriate.
Preparation
federal income taxation.
Non-Member Price $89.00
Member Price $69.00