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Course Description

Estate Planning examines the taxation of gifts, estates, and generation skipping transfers. The course includes the calculation of the gift tax, estate tax, and generation skipping transfer tax in consideration of applicable exclusions and deductions. Students are exposed to estate planning techniques such as lifetime transfers and gifting, charitable gifting, the utilization of trusts and partnerships, and postmortem planning. The course emphasizes solving a client’s estate planning problems by providing students with the tools to develop practical strategies that focus on a client's goals and objectives and apply current tax law in order to develop an effective estate plan.

Prerequisites

Applies Towards the Following Certificates

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Section Title
Estate Planning
Section Schedule
Jan 06, 2025 to Mar 17, 2025
Type
Discussion
Days
M
Time
6:00PM to 9:30PM
Dates
Jan 06, 2025 to Mar 17, 2025
Type
Discussion
Days
Sa
Time
9:00AM to 12:30PM
Dates
Jan 25, 2025
Schedule and Location
View Details
Contact Hours
38.5
Location
Delivery Options
In Person  
Course Fee(s)
Priority Rate non-credit $775.00
CEUs
3.85 CEUs
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