Estate Planning: A Comprehensive Overview 2024

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  • Date/Time
    • Apr 29, 2025
    • Sign In: 8:30am (MT)
    • Program: 9:00am - 4:30pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 8.00
  • Credit Type(s)
    • Taxes (Technical) (8.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Basic
  • Fields of Study
    • Taxes

Description

To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.

  • Presenters - Kenneth W. Kossoff
  • Designed For

    Designed For: Tax professionals, CPAs, attorneys and emerging professionals.
  • Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Director; Sole Practitioner
  • Objectives

    • Identify tax and non-tax estate planning objectives
    • Recognize the impact of our legal system on planning and lack of planning with respect to probate, wills and trusts
    • Recognize common issues from basic to advanced gift and estate tax planning
    • Identify the skills to deal with gift and estate tax problems, as well as the human impact of client planning

    Highlights

    • Intestate succession and probate administration
    • Holding title to assets
    • Lifetime asset transfers and testamentary asset transfer planning
    • Structures to avoid or minimize transfer taxes
    • Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem

    Advanced Prep

    None

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    Leaders

    CALCPE Panel

    No Biography Available

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