The Acronyms of Estate Planning (Completed)

Date: Wednesday, July 19, 2017
Instructor: Arthur Joseph Werner
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Law for CTEC
2 hours Federal Tax Related for EAs and OTRPs

Many Estate Planning techniques have "acronym" names — These names sometimes cause confusion among both practitioners and clients. This course should clarify those "acronyms" in order to better communicate between your clients

Topics Covered

  • "Split Interest" Trust
  • Congressional Actions
  • "Charitable Trusts"
  • Visualization of Trusts
  • Present Value Analysis
  • IRC 2042

Learning Objectives

  • Recognize the most common acronym techniques
  • Apply the definitions into real life scenarios so you can better communicate with your client


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

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