COURSE SUMMARY
Bootcamp: Estates, Gifts and Trusts is designed to provide the participants with an in-depth understanding of the multiple levels of taxation encountered in the area of estates, gifts and trusts. The material covers a range of topics from basic planning to detailed requirements of the asset transfer process. The interactive approach includes lecture and group activities as well as comprehensive case studies.
COURSE OUTLINE
COURSE INFORMATION
| Delivery Methods | Fields of Study |
|---|---|
| Group Live
Group Internet Blended Learning |
Taxes (16) |
| CPE Credits | Prerequisites |
| 16 Credits | 4+ Years Experience |
| Level | Advance Preparation |
| Intermediate | None |
LEARNING OBJECTIVES
- Build an understanding of the steps and requirements when a client dies.
- Develop a foundation for the planning and information flow of asset transfers.
- Explore the use of trusts in the Estate and Probate planning arena and the income taxation issues that arise within.
- Review the tax principles of generation-skipping transfers.
- Introduce the complex nature and intricate uses of grantor trusts.
- Explore the advanced tax issues encountered in asset transfers during life and at death.
