Estate Planning Guide for Tax Practitioners (Currently Unavailable)

Trusts are a means of not only protecting assets, but also protecting current and future beneficiaries. This course explains how trusts protect assets and beneficiaries; outlines how various kinds of trusts are created; and discusses tax, estate, planning, and gift considerations in trusts.

Many Estate Planning techniques have "acronym" names — These names sometimes cause confusion among both practitioners and clients.

This course provides the practitioner an understanding of after-death planning issues of a decedent's estate.

The range of elder planning problems is vast. This course takes a fresh look at the problems the practitioner may encounter in estate and financial planning for older clients and carrying out those plans.

Estate and trust administration is a growing part of a CPA's practice. The CPA should understand the process and implications of estate and trust administration.

This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether or not a trust is the appropriate vehicle for a client's financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will when and why trusts should be utilized in a client's financial, estate, and asset protection plan.