Date: Oct. 28, 2024
Time: 8 a.m. – 3:30 p.m. PT
To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.
1000002841-125399
Tax professionals, CPAs, attorneys and emerging professionals.
Taxes
Basic
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None
Formerly titled: Estate Planning Intro: Know Your Q-tip From a QTIP.
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.