Estate Planning and Real Estate
Note: This course is not designed for Continuing Education (CE) credits.
Please click here If you are lookng for CE credit classes.
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. |
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