2026 Estate Planning With Selected Issues

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost-effective.

Chapter 1 – Estate Planning
Chapter 2 – Estate & Gift Taxes
Chapter 3 – Wills & Probate
Chapter 4 – Trusts
Chapter 5 – Entities & Title
Chapter 6 – Life Insurance, Annuities & Buy-sell Agreements
Chapter 7 – Special Business Issues
Chapter 8 – Estate Tax Freeze Rules
Chapter 9 – Elderly & Disabled Planning
Chapter 10 – 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/