RegisterSign In

Estate Planning - Basic

360Training.com

Description

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.

Outcomes

Assessment

course quick facts
course code TRN7184
cost $30.00
estimated time to
complete course
30 Hours
course materials
available
365 Days