Estate Planning - Online

This course is designed to help users understand the estate planning aspects. The course covers the basic aspects of estate planning and various methods of property transfers. The course also focuses on various aspects of will creation such as need and importance of will, contents of a will, parties to a will, etc. In the end, the course discusses about gifts and gift tax.

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 91 days.

Available TodayOnlineUSD$100
Instructional Method:
Self-Study
Level: Basic

CEU CREDITS
4.5
Anyone concerned with protecting and passing on assets for future generations.
Students will be able to:
  • Understand various ways that property can be owned and transferred
  • Discuss transfer of property
  • Understand the importance of wills
  • Discuss what to gift, why to gift, and when to gift
Estate Planning - An Overview
  • Various ways that property can be owned and transferred
  • Distinguish between the various forms of ownership
  • Importance of documents required for estate planning
  • Likely 'targets of opportunity' for malpractice claims
  • The concept of 'privity' and to whom is the estate planner liabl
  • Various steps the planner can take to reduce the risk of malpractice suits
  • Most common estate planning mistakes and ways to avoid such mistakes

Transfer of Property
  • Transfers through the probate process
  • Testamentary distribution
  • Intestate succession
  • Advantages and disadvantages of probate
  • Assets subject to probate estate
  • Probate avoidance strategies
  • Ancillary probate administration
  • Transfers by operation of law
  • Transfers through trusts
  • Transfers by contract

Estate Planning - Wills
  • Definition and importance of will
  • Types of wills
  • Parties to a will
  • Legal requirements of a will
  • Terms and contents of a will
  • Changing or revoking a will
  • Major clauses of a will
  • Will contents
  • Intestacy
  • Tax implications of a will

Gift and Gift Tax
  • What to gift, why to gift, and when to gift
  • Gifts that are subject to gift tax
  • Exclusions and deductions
  • Available credits
  • Gift tax liability

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