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  4. Estate Planning: A Comprehensive Overview 2024

Estate Planning: A Comprehensive Overview 2024

Tuesday, April 29, 2025
Webcast or Webinar, Online
11:00AM - 6:30 PM (opens at 10:30AM) EST
8Credits

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$299.00 Regular Price
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$399.00 Regular Price
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Course Type: Webcast
Course Code: 25/1125401
Level: Basic
Vendor: California CPA Education Foundation
Field of Study: Taxes

Overview:

To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.

Objectives:

• Identify tax and non-tax estate planning objectives • Recognize the impact of our legal system on planning and lack of planning with respect to probate, wills and trusts • Recognize common issues from basic to advanced gift and estate tax planning • Identify the skills to deal with gift and estate tax problems, as well as the human impact of client planning

Major Topics:

• Intestate succession and probate administration • Holding title to assets • Lifetime asset transfers and testamentary asset transfer planning • Structures to avoid or minimize transfer taxes • Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem

Major Topics:

• Intestate succession and probate administration • Holding title to assets • Lifetime asset transfers and testamentary asset transfer planning • Structures to avoid or minimize transfer taxes • Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem

Designed For:

Tax professionals, CPAs, attorneys and emerging professionals.

Prerequisites:

None

 

 

 

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