Estate Planning

by The Center For Professional Education at UT Austin Claim Listing

This course introduces you to the tools to develop practical strategies that focus on a client's goals and objectives to develop a beneficial estate plan. You will learn how to examine the taxation of gifts, estates, and generation-skipping transfers.

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Course Details

This course introduces you to the tools to develop practical strategies that focus on a client's goals and objectives to develop a beneficial estate plan. You will learn how to examine the taxation of gifts, estates, and generation-skipping transfers. The Estate Planning course includes the calculation of these taxes and examines applicable exclusions and deductions.

 

Topics include:

  • Lifetime transfers and gifting
  • Charitable gifting
  • Utilization of trusts and partnerships
  • Postmortem planning

 

Learning Outcomes: 

  • How to develop a beneficial estate plan focused on client’s goals and objectives
  • How to calculate taxation of gifts, estates and generation-skipping transfers.
  • How to utilize estate planning strategies and tools in working with clients
  • Austin Branch

    UTA Building, Suite 2.408 1616 Guadalupe Street, Austin

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