Webinar: What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
WS206 | Course | Basic | Scheduled
Description
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an
Credits
| Number of Credits | Type of Credits |
|---|---|
| 3.00 | Taxes |
Designed For
Any finance or accounting practitioner advising clients with respect to estate planning and administration
Prerequisites
None
Highlights
- The federal transfer tax exemption for 2023 and 2024
- What constitutes a valid will
- Common trust vehicles often used to safeguard assets
- Consequences of intestacy
- How to transfer property outside of a will
- Legal treatment of marital property
- Transfer of IRAs and retirement plans
- Probate generally and probate for property held outside of the state of decedent’s residence
- When an estate tax return should be filed
- Portability of the Deceased Spousal Unused Exclusion (DSUE) amount
Objectives
- Advise clients regarding the latest information on estate planning and administration
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $169.00
- Non-Member (Early Bird)
- $169.00
- Member
- $169.00
- Non-Member
- $169.00