Slides |
1_Estate_Planning_Overview_PowerPoint_Slides_by_Stacy_Pettit | Available after Purchase |
2A_B_Estate_Planning_Devices_PowerPoint_Slides_by_Patricia_Shevy | Available after Purchase |
4A. Tax Implications PowerPoint Slides by Tom Collura | Available after Purchase |
4F. Life Insurance Trust PowerPoint Slides by Robert Reynolds | Available after Purchase |
Materials |
Course Book Front Pages | Available after Purchase |
Table of Contents | Available after Purchase |
1. Estate Planning Overview | Available after Purchase |
1. PowerPoint Slides by Stacy Pettit | Available after Purchase |
2A. Lifetime Planning - An Introduction | Available after Purchase |
2B. Transfers on Death | Available after Purchase |
3. Ethical Issues | Available after Purchase |
4A. Tax Implications of Family Wealth Transfers | Available after Purchase |
4A. PowerPoint Slides by Tom Collura | Available after Purchase |
4B. Testamentary Gifts | Available after Purchase |
4C. Intervivos Gifts and Topic 4D. Gifts to Minors | Available after Purchase |
4E. Charitable Planning | Available after Purchase |
4F. The Irrevocable Life Insurance Trust | Available after Purchase |
4F. PowerPoint Slides by Robert Reynolds | Available after Purchase |
4G. ERISA and Qualified Plan Benefits | Available after Purchase |
Faculty Biographies | Available after Purchase |
Entire Course Book | Available after Purchase |