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24WC-0043: Estate Planning: A Comprehensive Overview (Webinar)

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

Monday, April 29, 2024
10:00am - 5:30pm Central Time
8 CPE (8 technical)

Alternate dates & more options

  • Wednesday, June 26, 2024 - Webinar

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 advanced planning strategies, such as trust protectors and the human elements that are impacted by estate planning and related tax strategies.

Major subjects

  • Intestate succession and probate administration
  • Holding title to assets
  • Lifetime asset transfers and testamentary asset transfer planning
  • Structures to avoid or minimize transfer taxes
  • Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem

Learning objective(s)

  • Identify tax and non-tax estate planning objectives
  • Recognize the impact of our legal system on planning and lack of planning with respect 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, as well as the human impact of client planning

Who should take this program?

Tax professionals, CPAs, attorneys and emerging professionals

Fees

Our records indicate you are a nonmember. If you register, you will be charged $399.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $299.00
checkmark Standard Nonmember Fee $399.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (8.0)
Level Basic
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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