Advanced Estate Planning
Course # 591
This program takes a more in-depth look at advanced estate planning. Topics discussed include, candidates for advanced estate planning, federal estate taxation, ways to minimize federal estate taxation, and ultimately how to protect your assets utilizing various trusts and partnerships.
Objectives (At the end of this course participants will be able to):
- Discuss various ways to protect assets
- Discuss ways to further reduce federal estate tax
- Discuss the relationship between charitable giving and the federal estate tax
Participants (audience course is designed for):
Employees who may benefit for advanced estate tax planning.