The Acronyms of Estate Planning

Author: Arthur Joseph Werner

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.

Publication Date: December 2015

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.

Level
Overview

Format
On-demand

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

Registration Options
Quantity

Fees
Regular Fee$49
Value Pass Fee$0

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