Virtual
Estate Planning: A Comprehensive Overview 2024
Date: Dec. 27, 2024
Time: 8 a.m. – 3:30 p.m. PT
Overview
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.
Product Code
1000002841-125400
Credit Type
CPE: 8CFP: 8CPE-Technical: 8MCLE: 6.5Intended Audience
Tax professionals, CPAs, attorneys and emerging professionals.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Intestate succession and probate administration
- Holding title to assets
- Lifetime asset transfers and testamentary asset transfer planning
- Structures to avoid or minimize transfer taxes
- Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Other Dates
Faculty
Additional Details
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.