Estate Planning Advanced

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

Includes: Certificate of Completion

Approval: #100789

Credit Type: Life And Health

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 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:	Maryland Insurance Administration
Phone:	410-468-2000
Fax:	410-468-2020
Website URL:	https://www.mdinsurance.state.md.us/sa/jsp/Mia.jsp
Email Address:	insurance@mdinsurance.state.md.us
Address:	200 St.Paul Place, Suite 2700
City:	Baltimore
State:	MD
Zip:	21202-2272