Estate Tax Planning  #290324

CDFA®: 4.0

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Course Description

Course publication/revision date:This course was updated on 1/1/2024 (covers 2024 tax law).

Estate Tax Planning examines the various aspects of planning for the estate tax liability. The course begins with a discussion of the genesis of estate taxation in English common law and continues with an examination of the estate and its administration.  The subjects covered in the course include:

• The Estate and its Administration

• Federal Gift and Estate Taxes

• Common Estate Planning Trusts

• Calculating Federal Estate Taxes

• State Death Taxes

• Estate Tax Payment

Course, Credit, Sponsor Information  
Open link (above): Course Details, Learning Objectives, and Table of Content.
Author: Paul J. Winn, CLU, ChFC
Subject Area: Taxes (IRS: Federal Tax Law)

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book, sent via USPS.

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