Are you paying too much and ending up with too little? This course will introduce you to current federal estate and gift tax rules (e.g. available exemption amounts, deductions, credits, tax rates, etc.). This course will also teach you how to implement aggressive family tax planning strategies to dramatically slash taxes. Additionally, you will learn to implement successful estate planning and asset protection strategies, and how to avoid estate planning mistakes! By the completion of this course, you will be able to:

  • Define the current estate and gift tax rules
  • Select proper insurance coverages
  • Recognize estate planning techniques for taxable and nontaxable estates
  • Identify rules applicable to lifetime gifting
  • Describe the use of trusts
  • Discuss rules regulating the disposition of IRAs and retirement plan accounts
  • Identify how to use Family Limited Partnerships to slash taxes and protect assets
  • Recognize issues relevant to Marital Rights


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