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ESTATE PLANNING TOOLS & TECHNIQUES WEBINAR

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Overview: 

If you have estate planning clients, you may already be aware that estate tax
laws are complicated and subject to change. This targeted webinar explores the
tools used by many experts to address estate planning challenges and provides
you with:

 * An explanation of the most widely used sophisticated estate planning
   techniques used by experts to minimize estate and gift taxes
 * How to identify and avoid common mistakes in sophisticated estate plans
 * Checklists, practice aids and samples of relevant documents to help you
   assist your clients in attaining their estate planning goals

Objective: 

To guide CPAs and other tax practitioners through complex estate planning issues
and strategies designed to maximize tax-saving opportunities. The webinar will
provide you with a level of comfort when advising on the use of proven tools and
techniques for reducing estate and gift taxes to the lowest amount allowable
under the law, consistent with the client’s overall goals.

Emphasis: 
 * Brief review of estate and gift tax law, including up-to-the-minute
   developments in legislation and court and IRS positions
 * Planning techniques to handle the latest approaches to:
   – Marital deduction trusts
   – Irrevocable life insurance trusts
   – Annual exclusion giving
   – Charitable trust giving
   – Estate freezes
   – Buy/sell agreements
   – Family limited partnerships
 * Marketing estate planning services

Bottom
Prerequisite: 

Estate Planning: An Overview or equivalent.

Preparation: 

No advance preparation required.

Level of Knowledge: 

Intermediate.

CPE Credit: 
8 Hours
NASBA Field of Study: 
Taxes



APPLICABLE PASSES

Evening & Weekend

Anytime

Self-Study

Combo


RELATED PROGRAMS

This webinar is also available as a self-study course:
> Estate Planning Tools & Techniques Self-Study Webinar (10 Hours)


--------------------------------------------------------------------------------

   
   
   
   
   
 * > Estate & Fiduciary Tax Returns: A Practical Workshop Webinar
 * > Estate & Succession Planning for the Closely Held Business Webinar (7.5
   Hours)
 * > Estate Planning: An Overview Webinar
 * > Estate Planning: An Overview Webinar (4 Hours)
 * > Estate Tax Returns: A Practical Workshop Webinar (4 Hours)
 * > Fiduciary Tax Returns: A Practical Workshop Webinar (4 Hours)


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