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Intermediate Estate Planning: A Visualized Approach
Art Werner
Copyright© 2011

Course: 8112258   Version 1202

NASBA Category:     Taxes     CPE Credits 6
Level: Intermediate    Run Time: 4.0 Hours
Prerequisite: Experience with basic estate planning principles.
Advance Preparation: None.
IRS Program Nbr: 0MYXB-T-00052-12-S





Course Description
DROPPED 12/11/2012

For many clients, ensuring their assets can be utilized to care for their loved ones in the future is the highest financial planning priority. In this engaging and informative course, tax expert Art Werner walks you through everything you need to know to help your clients keep what’s theirs and provide for their families in the future. You’ll learn several core planning elements, as well as the specifics of different kinds of trusts, unitrusts, and annuities. Hands-on present value analysis calculations are provided to ensure that you can help your clients gain a complete financial picture. 

Table of Contents

Learning Objectives
Upon successful completion of this course, participants will be able to:
  • Section 1
    • Recognize and apply the basic concepts of estate planning.
    • Distinguish between methods of transferring wealth after death, and identify direct transfers, various ownership methods, and how controlling instruments may be used.
    • Utilize and explain to clients the three rules that will be used to build an estate plan, and make the best use of the charitable deduction, marital deduction, and lifetime exclusion, in combination, given various client situations.
    • Describe the characteristics and limitations of the “I Love You” will, and two ways this will is often modified for better estate planning.
  • Section 2
More Learning Objectives




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