Advanced Estate Planning

Course Description

Advanced Estate Planning

What you will learn

An advanced estate plan can help ensure not only that your family's future financial needs will be taken care of, but also that your wealth will be passed on in the most tax-efficient manner possible. It's also an opportunity to create a legacy for grandchildren and to make charitable gifts in a way that best suits your financial situation. 

• Who can benefit from advanced estate planning strategies
• The changing landscape of the federal estate tax system, including information on exclusions and the marital and charitable deductions
• Techniques to minimize estate taxes, including different trust arrangements
• Common estate freeze strategies such as family limited partnerships and private annuities