Estate Planning Advanced

Take an advanced look at estate taxes and the tools and techniques for estate planning.

Includes: Certificate of Completion

Approval: #129780

Credit Type: Life Only Accident and Health

Credit: 4 Hour(s) | Language: English

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About this Course

This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individuals estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postomortem tax planning.

Regulatory Information

Name:	California Department of Insurance
Phone:	916-492-3500
Fax:	916-445-5280
Website URL:	https://www.insurance.ca.gov/
Email Address:	license.bureau@insurance.ca.gov
Address:	300 Capitol Mall, Ste.1700
City:	Sacramento
State:	CA
Zip:	95814