Estate planning is a critical component of financial wellness, yet it is often shrouded in complexity. Our course demystifies this process, offering clarity and actionable strategies for effective wealth management and transfer.
Participants in this course will benefit from an in-depth exploration of key estate planning elements such as wills, living trusts, and marital property. The course highlights practical methods for avoiding probate and reducing estate taxes, emphasizing cost-effective solutions. Moreover, it offers insights into trust provisions and their implications on estate and trust taxation. By the end of this course, attendees will be equipped with the knowledge and tools necessary to design efficient estate plans that align with their financial goals and family needs.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Chapter 1
Identify the key participants and their roles in a coordinated estate plan and recognize the probate process including trust administration.
Determine specialized estate planning tools recognizing the use of trusts and identify how such tools save death taxes and transfer wealth while accentuating asset control.
Specify recommended trust provisions and requirements identifying how these terms and rules impact estate and trust taxation.
Major Topics
Estate Tools and Trusts
Trusts
