Webinar: What Practitioners Need to Know About Estate Planning and Administering a Client's Estate

WS1078  |  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
Your Price: $169.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.