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The Acronyms of Estate Planning (Currently Unavailable)

CPE Credit:

2 hours for CPAs
2 hours Federal Tax Law for CTEC
2 hours Federal Tax Related for EAs and OTRPs

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: December 2015

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

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