Description
This course will provide an in-depth look at the fundamentals of estate planning under the new tax legislation. The course will include a detailed examination of wills, trusts and the probate process as well as power of attorney, health care directives and other potential disability and long term care planning needs. Attendees will be able to identify shortcomings in their clients’ estate plans and help guide them to the best solutions
Learning Objectives
Learning Objective #1: Identify the various ways assets pass to beneficiaries at death
Learning Objective #2: Understand the various taxes to be considered at death
Learning Objective #3: Explain how estate taxes are calculated
Learning Objective #4: Describe various trusts and the potential advantages of trusts