Basic Estate Planning FLEXCAST
Available Until
Your Desk
2.0 Credits
Member Price $98.00
Non-Member Price $113.00
Overview
This comprehensive course on estate planning is designed to provide finance professionals with an in-depth understanding of essential estate planning strategies, applicable to clients across various wealth spectrums. It covers the basics, including understanding key documents like wills, trusts, and more advanced topics such as the implications of portability in estate tax. The course also addresses fundamental concepts like probate avoidance, fitting estate planning using trusts, and selecting deductions for transfers at death. By exploring these topics, participants will gain a nuanced understanding of estate planning, enabling them to offer well-rounded advice to their clients. This course is more than just a theoretical exploration; it equips you with practical skills and up-to-date knowledge, enhancing your ability to guide clients through the intricacies of estate planning effectively.
Highlights
Revocable trust. Estate planning with gifts. Portability. Adequate disclosure. DAF vs. private foundation. ILIT issues. Taxation of annuities.
Prerequisites
None.
Designed For
CPAs, financial professionals, enrolled agents and attorneys.
Objectives
Recognize basic estate planning documents and their use. Understand portability and when it should be elected. Identify basis concepts such as probate avoidance and estate planning using fits. Select appropriate deductions for transfers at death to a surviving spouse or charity.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Mary Kay Foss, California CPA Education Foundation
Mary Kay Foss, CPA, a director with Sweeney Kovar LLP, has more than 30 years of practical experience in advising clients about retirement, income and estate planning issues. She is a frequent lecturer for community, professional and business groups and has authored and presented courses for tax professionals throughout California. Foss is past chair of both the CalCPA Estate Planning Committee and the Committee on Taxation. She is a past president of the Estate Planning Council of Diablo Valley, the East Bay Chapter of CalCPA and the Estate Planning Council of the East Bay. She is a member of the AICPA Trust, Estate and Gift Tax Technical Resource Panel and has been quoted in California CPA magazine, as well as national publications.
Non-Member Price $113.00
Member Price $98.00