This course covers the fundamentals of the estate planning process, which includes property transfer, tax consequences, probate avoidance, powers of appointment, wills, and the various techniques of gifting and use of trusts to implement an effective estate plan. Students will learn the fundamentals of how to facilitate lifetime transfers, transfers at death, and the minimization of gift and estate taxes through proper estate planning that includes intergenerational wealth transfers, intrafamily and business succession techniques, and planning for nontraditional or special needs clients.
Continuing Education Units (CEU) :