Description
Total Credits: 1.00 | Areas of Professional Practice: 1.00
Materials
Slides |
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| 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 |
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| 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 | ||