Estate Planning Advanced

Includes: Certificate of Completion

Approval: #26745

Credit Type: General

Credit: 6 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:Ohio Department of Insurance
Phone:614-644-2658
Fax:614-644-3743
Website URL:https://www.insurance.ohio.gov/Pages/default.aspx
Email Address:licensing@nsurance.ohio.gov
Address:50 W. Town Street3rd Floor - Ste. 300
City:Columbus
State:OH
Zip:43215

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