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 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.
Upon completion of the course, the student will be able to:
- Know what comprises a taxable estate for federal tax purpose.
- Know how estate tax liability is calculated.
- Know how the various tools and techniques of estate planning can be used to manage and dispose of one's property according to his or her wishes, while minimizing federal transfer taxes.
Estate Planning Basics - Michigan Office of Financial and Insurance Services
- Michigan Office of Financial and Insurance Services
- Website URL:
- Email Address:
- 611 W. Ottawa strret
End of Course Instructions
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