Estate Planning

Explore various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property. You will gain a basic understanding of the estate and gift tax system, including strategies of estate planning.

Topics include gratuitous transfers of property outright or with trusts, wills, powers of appointment, use of marital deduction valuation of assets and buy-sell agreements. We'll also cover interviewing clients, fact finding, ethical standards and development of personal estate plans.
View course outline: CFE 8006


Course schedule for dates, times and locations

Call 704.330.4223 or visit our online registration to enroll in this course.