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Estate Planning - Basic


This course focuses on the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. Estate Planning Basic begins with a consideration of the estate planning process and the documents of transfer. In addition, estate planning techniques such as trusts, marital and charitable deduction vehicles, post-mortem planning, and intra-family businesses and property transfers are also discussed.



course quick facts
course code TRN7178
cost $30.00
estimated time to
complete course
3 Hours
course materials
365 Days