Estate Tools and Trusts - 2 CPE Credit Hours
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Estate Tools and Trusts - 2 CPE Credit Hours

Price per Unit (piece): $19.95

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After reading the materials, participants will 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.





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  • I have taken multiple courses from The CPE Discount Store.  They have great customer support and I received my certificate of completion on the same day.
    Bill P. - CPA - Richmond, New Hampshire
     
  • The CPE Discount Store offers a great selection of online CPE courses.   I was able to complete my course on my time frame which is a great way to take CPE.  Having the book as a reference for future work was also helpful.
    Tom N. - CPA - Longmont, CO
     
  • The CPE Discount Store course materials are very straight forward and easy to understand, I particularly like the website and customer follow up to my questions.
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4 STARS
Either you re-did the course after jstone\'s review, or he/she confused this course with another one. The test for this course had 15 questions, not 120, and all of them were about material covered in the course. It was fine and I recommend it.
0 STARS
Looks like this course needs to be updated.
4 STARS
Old customer in 2015, will give a try in 2017 now. Hope the courses are approved by the Board.

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