FP 306 U1 UC UC08    

Estate Planning   3.00   08/28/2023   10/22/2023   Web/On-line Course

This course provides an introduction to federal gifts, estate, and generation-skipping transfer taxes and the many planning techniques used to maximize the impact of these taxes on transfers of wealth. It also explores the income tax effects of gifts and bequests, with particular attention to the limitations on income-shifting t family members. The nontax aspects of estate planning, including the estate planning process, property ownership, planning for incapacity, and planning for business owners are examined as are the need for estate planning documents for individuals, spouses, and unmarried couples. The course stresses the need for balancing tax and non-tax considerations in creating successful estate plans.

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