IRS Approved CPE Courses
3 hours
Certificate CTEC IRS NASBA

Estate Planning Overview

Estate and end-of-life planning is a topic for which many people often seek the guidance of an experienced tax advisor. Issues such as preparing a will, incorporating a trust, or using life insurance as a means to reduce estate tax are generally hot topics. Professionals such as Attorneys, Financial Planners, and Tax Advisers commonly contribute to the process and work together to identify the best solution for the client. A Tax Adviser who is not authorized to practice law must rely on those duly qualified to prepare the appropriate planning documents. It is important that all professionals involved understand the fundamentals of estate planning in order to navigate their clients through the evolving regulations surrounding wealth transfer.

Learning Objectives:

  • Understand estate planning basics
  • Reduce transfer taxes using available credits and exemptions
  • Transfer property outside of probate
  • Effectively utilize life insurance and annuities in estate planning
  • Develop an understanding of popular trust instruments

Field of Study: Tax
Course Level: Basic
Prerequisite: None
Delivery Method: QAS / Self Study
Duration: 150 Minutes
Expiration: In accordance with NASBA standards, access to this course will terminate one year from the date of purchase. Incomplete courses will no longer be accessible beyond the one year deadline.