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Help your top clients protect their estate’s assets from the new 35% estate tax as provided by the 2010 Tax Relief Act. With the current two year window in the estate and gift laws, consider the impact of alternative tax provisions. 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.
Prerequisite: Basic knowledge of estate and gift taxation
Advanced Preparation: None