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
  • To provide an understanding of advanced tools and techniques applied in the estate planning process.

MAJOR TOPICS
  • 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

DESIGNED FOR
CPAs, finance professionals, financial planners

PREREQUISITES
Moderate experience in estate planning

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Intermediate

This course is available to be scheduled as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org