Colorado Gives Day is December 8, 2020! Make a donation to make a difference today »

Advanced Estate Planning Strategies (On-Demand) 2020

Description

Advanced estate planning strategies employ the use of family entities, including family limited partnerships, family limited liability corporations, and family offices. To be effective in advanced estate planning, you must have an awareness and knowledge of these strategies, as well as the accompanying law and regulations.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers advanced estate planning strategies and the various types of generational skipping transfers, so you can provide reasoned recommendations to your clients.

Format: Voiceover PowerPoint, Audio

Learning Objectives
  • Recall the benefits of family entities.
  • Identify the party that receives asset protection through a family limited partnership.
  • Identify the basis for a remainder beneficiary of a GRAT.
  • Recall the technique used by a senior generation of a family to gift property to a younger generation.
  • Recognize the effect a term of years has on the valuation of a taxable gift to a QPRT.
  • Distinguish among the various types of generation skipping taxable transfers.
  • Calculate the inclusion ratio for a generation-skipping transfer.
Major Topics
  • Advanced estate planning strategies
  • Generation-skipping transfer tax
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
2.5
Who Should Attend

CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.

Instructor(s)
Susan Tillery Tom Tillery
Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
2.5
Format
On-Demand

MEMBER


$ (% off)
$79.00

NON-MEMBER


$ (% off)
$99.00
Become A Member

Purchase This Program

Advanced Estate Planning Strategies (On-Demand) 2020


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×