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Estate Planning and Real Estate

Course Type: Elective
Credits: 3

There are many changes to the probate and estate tax laws that will have a great impact on current and future estate plans. The exempt amount for estate taxes has been increased tremendously, there is new Portability Law, Tenants by the Entirety for trusts, etc. The course will deal with myths and truths about wills and trusts and why most estate plans fail to take into consideration the 10 areas of estate planning. Tenancies and its effect on capital gains tax, estate tax, improper gifting, CRT, QPRT, QTIP, GST and FLP will be discussed and how they benefit the taxpayer in good estate planning. This course is very important for all licensees and the taxpayer.

This course is not currently being offered in the classroom, please check back later.

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Please note:The REC has a new ruling that agents can take the same CE class every other biennium which is different from the old law that stated that agents could never repeat the same class.
>> Check your credited course history and CE status.

If you have further questions or concerns about any material listed here please contact Abe Lee Seminars using any method listed below.

US Mail:
Abe Lee Seminars
1130 N. Nimitz Hwy B-293
Honolulu, Hawaii 96817
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