Estate Planning Tax Strategies#491120
This course has been archived and cannot be purchased.
Credit
Amount
CPA
21
CFP®
14
EA / OTRP
21
Course Description
Course publication/revision date: This course was updated on 3/17/2020 (covers 2020 tax year).
Included with course: Coronavirus Tax Summary (supplemental PDF, online only).
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.