Advanced Estate Planning: Practical Strategies for Your Clients

Help your top clients protect their estate’s assets from the 45% estate tax. Once your client has accumulated wealth, varying techniques utilizing wills, foundations, and trusts can be employed to minimize or completely eliminate transfer taxes and even generate current tax deductions. This course will show you how to employ these planning devices to help your clients meet their family planning and charitable contribution goals.

• Grasp various types of trusts and life insurance that may be used in an effective estate plan
• Utilize credits and deductions available to reduce estate and gift taxes
• Minimize estate and gift transfer taxes by advising your clients on planning techniques and opportunities
• Consider latest developments surrounding elimination of estate taxes scheduled for 2010

Prerequisite:  Basic knowledge of estate and gift taxation