Course ID: EPBB

Estate Planning – Beyond the Basics

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.

Learning Objectives

Identify advanced tools and techniques applied in the estate planning process

Major Topics

  • The changing environment of estate planning
  • The changing Internal Revenue Code
  • Requirements for, and tax implications of, a charitable deduction
  • Requirements for, and tax implications of, a charitable deduction
  • How gifts of closely held stock can be used to generate a charitable contribution deduction
  • When to use a charitable split-interest trust and its requirements
  • 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
  • Tax implications of a private annuity
  • How life insurance can be used with a private annuity
  • Where the split-interest purchase of property is a valuable planning tool
  • When to use a GRIT, GRAT, GRUT, or QPRT

Who Should Attend

CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents

Fields of Study



Moderate experience in estate planning


Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


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