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.

Price : Enquire Now

Contact the Institutes

Fill this form

Advertisement

The Center For Professional Education at UT Austin Logo

img Duration

Please Enquire

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

Check out more Real Estate Management courses in USA

San Diego Association of Realtors Logo

Residential Purchase Agreement (RPA)

For the first time since 2014, the California Association of REALTORS® has issued a complete makeover of the standard Residential Purchase Agreement (RPA), the standard form used in the overwhelming majority of California home sales.

by San Diego Association of Realtors [Claim Listing ]
New York University Logo

Certificate In Residential Property Management

Certificate in Residential Property Management introduces you to real estate investment concepts and property management principles for residential buildings.

by New York University [Claim Listing ]
UCLA Extension Logo

Real Estate Investment Analysis

This course examines residential, commercial, industrial, and special-purpose real estate investments using various data sets and analysis techniques that are fundamental to analyzing real estate investments.

by UCLA Extension [Claim Listing ]
David Knox Productions Logo

Real Estate Training

Our online video real estate training system includes hundreds of innovative, online training videos that help agents grow their business and separate themselves from the pack.Our training subscription provides easy, immediate access so agents can get training when they’re ready for it!

by David Knox Productions [Claim Listing ]
Daniels College of Business (UoD) Logo

Certificate in Real Estate Development

This certificate will provide the fundamental core competencies you need to engage in either the commercial or residential development process, whether you’re at the beginning of your career or an established professional.

by Daniels College of Business (UoD) [Claim Listing ]

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy