On-Demand
Estate Planning With Selected Issues 2026-27
CPE: 2
Member
$69.00
Nonmember
$89.00
Members, log in to access your discount.
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.
Product Code
1000005341
Credit Type
CPE: 2CPE-Technical: 2Format
Online Self-Study
Intended Audience
This program is appropriate for professionals at all organizational levels.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
federal income taxation.
Learning Objectives
Major Subjects
- 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
Faculty
Danny C. Santucci
Danny C. Santucci, attorney and counselor at law, began practicing as a tax attorney in Southern California in 1972. With increasing lecture and writing commitments, Mr. Santucci went into sole practice in 1995. He has been a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state CPA societies. He received the Foundation’s Instructor Excellence Award in 1990, the Award for Meritorious Serv...
More about Danny C. Santucci