70219 2.00

Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost-effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations.

Additional Course Details

  • Author: Danny Santucci
  • Publisher: Ultimate CPE Editorial
  • Course Level: Overview
  • Pre-Requisites: General Understanding of Federal Income Taxation
  • Interactive: Yes
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