2026 Estate Planning Essentials

“Just the facts ma’am; just the estate planning facts.” Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course – there is even a quick review of immediate postmortem death tax planning and filling out Form 706.

Chapter 1 – Estate Planning
Chapter 2 – Estate & Gift Taxes
Chapter 3 – Wills & Probate
Chapter 4 – Trusts
Chapter 5 – Post-Mortem Planning & Tax Return Requirements

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. 

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/