Estate Planning, Trusts & Gift Tax

This course will take an in-depth approach to estate planning issues; we will discuss how the Unified Credit works as an Estate planning tool and how to maximize its effect. We’ll look at how life insurance can provide solutions for the estate-planning problem. We will discuss the Probate courts and ways to avoid the probate process including Revocable Living Trusts. Discussions will also focus on the changes in the estate planning process due to TRA97 and how the unified credit and gift tax exclusion will change over the next few years. Lastly we will discuss how gifting and charitable contributions all play a major role in the estate preservation plan.