Self-Study
Estate Tools & Trusts
Expert guidance on estate management for trusts, wills, and more. Learn to techniques for avoiding probate and reducing estate taxes.
$58.00 – $78.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Taxes
Course Level
Overview
Format
Self-Study
Course Description
Estate planning is a critical component of financial wellness, yet it is often shrouded in complexity. Our course demystifies this process, offering clarity and actionable strategies for effective wealth management and transfer.
Participants in this course will benefit from an in-depth exploration of key estate planning elements such as wills, living trusts, and marital property. The course highlights practical methods for avoiding probate and reducing estate taxes, emphasizing cost-effective solutions. Moreover, it offers insights into trust provisions and their implications on estate and trust taxation. By the end of this course, attendees will be equipped with the knowledge and tools necessary to design efficient estate plans that align with their financial goals and family needs.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Chapter 1
- Identify the key participants and their roles in a coordinated estate plan and recognize the probate process including trust administration.
- Determine specialized estate planning tools recognizing the use of trusts and identify how such tools save death taxes and transfer wealth while accentuating asset control.
- Specify recommended trust provisions and requirements identifying how these terms and rules impact estate and trust taxation.
Course Specifics
8202736
April 12, 2024
General understanding of federal income taxation.
None
72
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02595-24-S
IRS Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1546
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning. Speaking to more than 100 groups nationally each year, he is known …
QAS Self-Study
