Estate Planning Basic

Understand how estate tax liability is calculated and the various tools and techniques for estate planning.

Includes: Certificate of Completion

Approval: #40882

Credit Type: General

Credit: 2 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 transfer tax system and the calculation of an individual’s 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 post-mortem tax planning.

Regulatory Information

Name:	Delaware Department of Insurance
Phone:	302-674-7300
Fax:	302-736-7906
Website URL:	https://www.delawareinsurance.gov/
Email Address:	licensing@state.de.us
Address:	841 Silver Lake BlvdRodney Building
City:	Dover
State:	DE
Zip:	19904