This course discusses estate planning and estate taxes and the tools that are available for estate planning and will define the benefits of using each tool.
Learning Objectives
- Discover and describe estate taxes and the purpose of estate taxes according to the Internal Revenue Code (IRC).
- Identify the various types of trusts that can be used for estate planning.
- Recognize what is included in the gross estate of a decedent.
Last updated/reviewed: August 26, 2024
43 Reviews (187 ratings)
Prerequisites
Course Complexity: Advanced
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Andrew ClarkInstructor