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22WC-1033: Estate Planning: A Comprehensive Overview (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Wednesday, December 28, 2022
Time 10:00am - 5:30pm
Central Time
Location Online
CPE credits CPE 8.0
of study
Taxes - Technical (8.0)
Standard Member Fee $289.00
Standard Nonmember Fee $389.00


To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to planning for estate tax law changes and looking at advanced planning strategies, such as trust protectors.

Who should take this program?

Tax professionals, CPAs, attorneys and emerging professionals.

Major subjects

  • Intestate succession and probate proceedings
  • Holding title to assets
  • Lifetime asset transfers and testamentary asset transfers planning
  • Structures to avoid or minimize transfer taxes
  • Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, using trust protectors

Learning objective(s)

  • Identify estate planning objectives.
  • Recall the basics of our legal system as it relates to probate, wills and trusts.
  • Recognize common issues from basic to advanced gift and estate tax planning.
  • Identify the skills to deal with gift and estate tax problems.


Course code Code 22WC-1033
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Basic
Format Group Internet Based
Prerequisites Prereq. None

If you have questions about this event, please call us at 952-831-2707.

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