Estate Planning Basic

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

Includes: Certificate of Completion

Approval: #87555

Credit Type: Life

Credit: 1 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:	Michigan Office of Financial and Insurance Services
Phone:	877-999-6442
Fax:	517-241-3953
Website URL:	https://www.michigan.gov/difs
Email Address:	ofir-licensing@michigan.gov
Address:	611 W. Ottawa strret
City:	Lansing
State:	MI
Zip:	48933