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Estate Planning 2017 - 2 CPE Credit Hours

Estate Planning 2017 - 2 CPE Credit Hours

Price per Unit (piece): $29.95

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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.

 

Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provided.

 

Course Level: Overview. This program is appropriate for professionals at all organizational levels.

 

Field of Study: Taxes

 

Prerequisite: General understanding of federal income taxation.

 

Recommended Credits: 2 CPE Hours 

 

Advanced Preparation: None 

 

 

Learning Assignment & Objectives

As a result of studying the assigned materials, you should be able to meet the objectives listed below.

ASSIGNMENT

At the start of the materials, participants should identify the following topics for study:

* Estate planning team & administration

* Unlimited marital deduction & applicable exclusion amount

* Primary dispositive plans

* Trusts

* Annual gift tax exclusion

* Annuities & installment sales to family members

* Charitable remainder trusts

* Family limited partnerships

* Buy-sell agreements

* Family documents

Learning Objectives

After reading the materials, participants will be able to:

1. Recognize members of the estate planning team including their role in the estate administration process, specify the unlimited marital deduction requirements, cite the applicable exclusion amount and identify the effects of stepped-up basis particularly, the repealed of modified carryover basis.

2. Determine the limits of a simple will and the advantages and disadvantages of living trusts.

3. Identify specialized estate planning tools noting how they permit clients to pass more wealth and save death taxes, cite the uses of a durable power of attorney, and specify instances when a conservatorship is appropriate.





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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.
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0 STARS
This course seemed more concerned with lawyers than with CPA (regardless of state) and questions were very poorly worded. Many were of the which was is false or exempt which made the test even more difficult. Find the course somewhere else.
0 STARS
Excellent Product - very good course material
4 STARS
excellent choice thx for it

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