Find Courses > Estate Planning: Tax Strategies

Estate Planning: Tax Strategies #491119

Course Overview

Credit

Amount

CPA

CFP^®

EA / OTRP

Course Author: Danny Santucci, J.D. Field of Study (CPA): Taxes Field of Study (CFP): Tax Planning Field of Study (EA/OTRP): Federal Tax Law

Course Description

Course publication/revision date: This course was updated on 5/7/2019 (covers 2019 tax year).

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.

Table of Contents

Coming soon - see Course Details tab.

Course Details

Course Details, Learning Objectives, Table of Contents