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Estate Tools and Trusts
CPE Course Catalog > Estate Tools and Trusts

Course: Estate Tools and Trusts

 Author: Danny C. Santucci


CPE Hours: 2

Format: PDF


Course Description:
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. The text reviews and explains both federal gift and estate tax systems.


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Price: $19.99 



tools   Delivery: Internet/Interactive



Overview-This program is appropriate for professionals at all organizational levels

Prerequisites:None Category: Taxation

Learning Objective: 
After completing this course, participants should be able to:

1. Identify the key participants and their roles in a coordinated estate plan and explain probate process including trust administration;

2. Compare and contrast specialized estate planning tools emphasizing the use of trusts and demonstrating how such tools save death taxes and transfer wealth while accentuating asset control;

3. Summarize recommended trust provisions and requirements pointing out how these terms and rules impact estate and trust taxation.





Updated/Revised:February 2014

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This website has been developed by a licensed CPA and a software trainer who realized the need for practical cpe that was relevant to every day life. We elected to focus on Microsoft products as these are the tools most used on a day to day basis to analyze, aggregate and present financial information. We create or look for materials that will help make your work life easier and more productive.
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