Estate Planning (SEF-CFE8006 - CFP)

by Central Piedmont Community College Claim Listing

Understand the various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property. You will learn to strategize and develop a personalized estate plan to include trusts, wills, valuation of assets and buy-sell agreements.

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Course Details

Understand the various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property. You will learn to strategize and develop a personalized estate plan to include trusts, wills, valuation of assets and buy-sell agreements.

 

Course Outline:

  • Estate Planning:  An Overview
  • Ethics for the Estate Planner
  • Ownership of Property
  • Community Property
  • Trusts, Trustees, and  Other Fiduciaries, and  Powers of Appointment
  • Lifetime Transfers by Gift—An Overview
  • Federal Gift Taxation
  • Transfers at Death
  • Administration of the Estate
  • Valuation of Assets for Federal Estate and Gift Tax Purposes
  • Buy-Sell Agreements
  • Federal Estate Taxation: The Gross Estate Part I
  • Federal Estate Taxation:  The Gross Estate Part II
  • Deductions from the Gross Estate
  • The Marital Deduction
  • The Charitable Deduction  
  • State Death Taxes
  • Computation and Payment of Federal Estate Tax
  • The Basis Rules for Property Transferred during Lifetime or at Death
  • Income Taxation of  Estates and Trusts
  • An Examination of the Generation-Skipping Transfer Tax
  • Other Estate Planning Techniques
  • Postmortem, Health, and Special Groups Planning
     
  • Charlotte NC Branch

    1141 Elizabeth Ave, Charlotte NC

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