Estate Tools and Trusts

Price: $19.99

CPE Credits: 2.0

Category: , ,

Course Number: TXDCSETT

estate tax

Description:
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. The text reviews and explains both federal gift and estate tax systems. Table of Contents
Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Danny C. Santucci

Publication: February 2014
Update:  March 2018

Format: PDF
Pages: 76

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  1. Identify the key participants and their roles in a coordinated estate plan and recognize probate process including trust administration;
  2. Determine specialized estate planning tools noting the use of trusts and identify how such tools save death taxes and transfer wealth while accentuating asset control;
  3. Specify recommended trust provisions and requirements noting how these terms and rules impact estate and trust taxation.

“Overall Rating: 3 Stars – ” The course quotes much code but has short, limited examples, I have seen the diagrams elsewhere and normally find them of limited use” – Tom L. 9/2018

Overall Rating: 5 – Ellen W. 9/2018

5 Star CPE Rating

Description:
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. The text reviews and explains both federal gift and estate tax systems. Table of Contents
Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Danny C. Santucci

Publication: February 2014
Update:  March 2018

Format: PDF
Pages: 76

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  1. Identify the key participants and their roles in a coordinated estate plan and recognize probate process including trust administration;
  2. Determine specialized estate planning tools noting the use of trusts and identify how such tools save death taxes and transfer wealth while accentuating asset control;
  3. Specify recommended trust provisions and requirements noting how these terms and rules impact estate and trust taxation.

“Overall Rating: 3 Stars – ” The course quotes much code but has short, limited examples, I have seen the diagrams elsewhere and normally find them of limited use” – Tom L. 9/2018

Overall Rating: 5 – Ellen W. 9/2018

5 Star CPE Rating

  • “..may I say it is rarer that I ever have gotten a personal reply from a CPE Site! Glad I have found your site.”

    - Tom

  • Great course! Price was right and the material was very thorough.

    - Alex

  • “always love your site and prompt customer service !! ”  Dec. 2017

    - Thank you :)