MFEP
MASTERING THE FUNDAMENTALS OF ESTATE PLANNING

This course examines the fundamentals of estate planning, including critical concepts in marital deduction planning, credit shelter trusts, selection and powers of trustees, and titling and funding issues. The comprehensive manual provides an in-depth analysis of will provisions, checklists, flow charts, and real-life examples.

Major topics include:

• Planning in light of the changes occurring between 2006 and 2011
• Complete Code section analysis of the federal estate and gift tax
• Marital deduction planning -- Second spouse, QTIP trusts, QDOT trusts, power of appointment trusts, and more
• Credit shelter trusts and the growing applicable credit amount
• Uses and techniques of life insurance
• Tools and techniques in gifting to minors, spouses, and other family members, including uniform transfers (or gifts) to minors accounts, education trusts, §§2503(b) and (c) trusts, and more
• Reducing taxes by charitable giving, special credits, and private annuities
• Use of irrevocable and revocable trusts and other will substitutes
• A timeline of changes in the law -- how and when they affect clients and the estate

Level of knowledge: Basic

Live Seminar Schedule | Self-Study Pricing and Credit Information