Are you paying too much and ending up with too little? This course will show you the current pertinent federal estate and gift tax rules (e.g. available exemption amounts, deductions, credits, tax rates, etc.). This course will also show you how to implement aggressive family tax planning strategies to dramatically slash taxes, as well as successful estate planning and various asset protection strategies, and how to avoid estate planning mistakes! Topics covered include:

  • Current estate and gift tax rules
  • Estate planning techniques for taxable and nontaxable estates
  • Use of Family Limited Partnerships to slash taxes and protect assets
  • Use of trusts
  • Proper insurance coverages
  • Disposition of IRAs and retirement plan accounts
  • Lifetime gifting
  • Marital Rights Issues


Coronavirus Resource Center for Dentists and Specialists

Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.

Go To COVID-19 Resources