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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Estate Planning-Beyond the BasicsCOURSE ID: EPBB
DESCRIPTION

The field of estate planning is increasingly complex. Finding appropriate solutions to a client’s estate issues can involve many facets of corporate, estate, trust, and securities law. This course provides the practitioner with a look at some of the more advanced tools and techniques available to his/her existing estate planning practice.

DESIGNED FOR: CPAs, finance professionals, financial plannersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: IntermediatePREREQUISITES: Moderate experience in estate planningCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To provide an understanding of advanced tools and techniques applied in the estate planning process.
HIGHLIGHTS:

* All about generation-skipping transfers and their tax implications * How to compute generation-skipping transfer tax * When to use life insurance as an estate planning tool * Advantages of a life insurance trust and planning techniques with its use * Various types of life insurance and features of a policy * Understand the technique of a private annuity * Where the split-interest purchase of property is a valuable planning tool * When to use a GRIT, GRAT, GRUT, or QPRT * When to use a charitable split-interest trust and its requirements * Requirements for, and tax implications of, a charitable deduction * How gifts of closely held stock can be used to generate a charitable contribution deduction

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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