Learn how to work with a client to determine their needs, goals, and objectives
Understand which estate planning tools will help them best achieve these needs, goals, and objectives
Discuss with others in the course how to explain these estate planning tools to clients
About this course:
This course is designed to aid accountants, trust officers, attorneys, life insurance underwriters, and financial planners in solving estate planning problems. Topics include tax objectives, wills and living trusts, the unlimited marital deduction, saving the "second tax," holding title to property, lifetime gifts and trusts, life insurance and annuities, employee benefit plans, business interests, and post-death problems. Recent tax law changes are also covered.