The Acronyms of Estate Planning (Currently Unavailable)

Author: Arthur Joseph Werner

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

This course should clarify those "acronyms" in order to better communicate between your clients

Publication Date: February 2014

Topics Covered

• "Split Interest" Trust
• Congressional Actions
• "Charitable Trusts"
• Visualization of Trusts
• Present Value Analysis
• IRC 2042

Learning Objectives

• Recognize the most common acronym techniques
• Apply the definitions into real life scenarios so you can better communicate with your client.

Level
Overview

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None