We have noticed you are using an older version of Internet Explorer. To ensure complete functionality please upgrade your version of Internet Explorer.

Update IE
  • Home
  • |
  • Estate Planning Advanced OH – 6 hr(s) (General)

Estate Planning Advanced

This course focuses on are the proper methods of holding legal title to property during your life, and passing your …
Price: $18.00
Estate Planning Advanced
Get Started Now!
877-881-2235
We’re Trusted and Secure for every step of your online experience:
Trusted Site
ONLINE COURSE | COURSE HOURS: 6 | Recommended Course Recommended Course 4 100

Description

This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individuals estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postomortem tax planning.

What You’ll Learn

Upon completion of the course, the student will be able to:
– Outline the need for and the elements of the estate planning process.
– Establish estate planning strategies.
– Understand the Federal Gift tax system.
– Introduce gross estate and valuation techniques.
– Explain the purpose and function of the Federal Estate Tax.
– Explain the purpose and function of trusts.
– Outline marital deduction planning.
– Outline charitable deduction planning.
– Address estate planning issues for business owners.
– Outline postomortem estate planning.

Quiz Information

You will not be required to pass the quizzes to move on to the next lesson.

Exams

You will be required to pass the final exam with a 70% in order to receive course credit.

Course Name Course Delivery Credit Hours Price Qty
Estate Planning Advanced 6 hrs
Price: $18.00

Upon completion of the course, the student will be able to:
– Outline the need for and the elements of the estate planning process.
– Establish estate planning strategies.
– Understand the Federal Gift tax system.
– Introduce gross estate and valuation techniques.
– Explain the purpose and function of the Federal Estate Tax.
– Explain the purpose and function of trusts.
– Outline marital deduction planning.
– Outline charitable deduction planning.
– Address estate planning issues for business owners.
– Outline postomortem estate planning.

Upon completion of the course, the student will be able to:
– Outline the need for and the elements of the estate planning process.
– Establish estate planning strategies.
– Understand the Federal Gift tax system.
– Introduce gross estate and valuation techniques.
– Explain the purpose and function of the Federal Estate Tax.
– Explain the purpose and function of trusts.
– Outline marital deduction planning.
– Outline charitable deduction planning.
– Address estate planning issues for business owners.
– Outline postomortem estate planning.

Coming Soon.

  • Overall, I think the course works great. Everything is explained in simple English and the voiceover is wonderful.
    Employee Benefits Specialist
  • Just wanted to drop you a quick email to say thanks for providing a great online learning
    environment.
    Thanks,
What People are Saying …

Question? Contact Us!

Life, Health, Disability and Long Term Care GA – (Life & Accident) Learn More
Pennsylvania Premium Licensing Package: Property and Casualty Learn More
Pennsylvania Standard Licensing Package: Life and Health Learn More
Georgia Ultimate Success Licensing Package: Property and… Learn More