Webinar (CA): Estate Planning: A Comprehensive Overview

Description

To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning as well as transfers of assets. Dig into the basics of transfer tax planning, including A-B trusts, QTIPs, IDGTs, QPRTs, GRATs, unlimited marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to planning for estate tax law changes and looking at advanced planning strategies, such as the use of trust protectors.

Learning Objectives

• Identify estate planning objectives.
• Recall the basics of our legal system as it relates to probate, wills and trusts.
• Recognize common issues from basic to advanced gift and estate tax planning.
• Identify the skills to deal with gift and estate tax problems.

Major Topics

• Intestate succession
• Holding title to assets
• Lifetime asset transfers and testamentary asset transfers planning
• Structures to avoid or minimize transfer taxes
• Living trusts, including A-B and A-B-C, terminating irrevocable trusts, using trust protectors
• Life insurance trusts, FLPs, QPRTs, IDGTs, GRATs and charitable trusts

Provider
California CPA Education Foundation
Course Level
Basic
CPE Field of Study
Tax
8
Who Should Attend

Tax professionals, CPAs, attorneys and emerging professionals.

Instructor(s)
Kenneth Kossoff
Prerequisites

None

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Nov 4, 2021
9:00 am - 4:30 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

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Webinar (CA): Estate Planning: A Comprehensive Overview


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