2026 Estate Planning

Description

EAs and Other Tax Preparers, after passing the exam you MUST click on the link “GET YOUR CERTIFICATE” to have your hours reported to the IRS. 

Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, marital property, and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator.

Learning Objectives
After reading the materials, participants will be able to:
1. Recognize unlimited marital deduction requirements, cite the applicable exclusion amount and identify the effects of stepped-up basis.
2. Determine the limits of a simple will and the advantages and disadvantages of living trusts.
3. Identify specialized estate planning tools and how they permit clients to pass more wealth and save death taxes, and specify instances when a conservatorship is appropriate.

To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete the qualified assessment with a minimum of 70% accuracy to receive your certificate. Clicking on the Certificate link will show the course as 100% Complete

A course evaluation form is provided for your feedback and participants have 1 year from the date of purchase/enrollment to complete this course. .

Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/