CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Self-Study

Estate Planning

2 Credits: Taxes

$58.00$78.00

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Estate Planning

Format
Self-Study
Course Level
Overview
CPE Credits

2 Credits: Taxes

Course Description

Estate Planning is an essential course for professionals seeking to enhance their expertise in estate planning. This course comprehensively covers critical aspects such as wills, living trusts, marital property, and probate avoidance, equipping participants with the knowledge to advise clients effectively.

Attendees will benefit from an in-depth exploration of estate planning tools, understanding their advantages and limitations. The course provides insights into the role of estate planning professionals and the significance of recent legislative changes. By understanding the implications of marital deductions, exclusion amounts, and the nuances of power of attorney, professionals can offer strategic advice, ensuring clients make informed decisions for their estate planning needs.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Recognize members of the estate planning team including their role in the estate administration process, specify the unlimited marital deduction requirements, cite the applicable exclusion amount and identify the effects of stepped-up basis particularly, the repealed of modified carryover basis.
  • Determine the limits of a simple will and the advantages and disadvantages of living trusts.
  • Identify specialized estate planning tools and how they permit clients to pass more wealth and save death taxes, cite the uses of a durable power of attorney, and specify instances when a conservatorship is appropriate.
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Course Specifics

Course ID
8202717
Revision Date
June 22, 2023
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02105-22-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1516
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 …