The Themes of this Product are:

• Understand the basics of estate planning
• Discuss different forms of ownership and property transfers
• Explain different modes of transfer of property that can occur during the owner's
  lifetime and the transfers at the death of the owner
• Understand the basics of will creation, need and importance of will, contents of a
  will, parties to a will, changes to a will, and will contest
• Discuss various aspects of gifting, gifting strategies
• Explain the process of computing gift tax liability
  

Instructional Method
Dynamic, Interactive e-learning

To purchase this course online, visit: Link
http://www.kesdee.com/coursedetails.jsp?productid=285&groupID=12

For purchase,contact us at

1. Estate Planning - An Overview

• Various ways that property can be owned and transferred
• Distinguish between the various forms of ownership
• Importance of documents required for estate planning
• Likely “targets of opportunity” for malpractice claims
• The concept of “privity” and to whom is the estate planner liable
• Various steps the planner can take to reduce the risk of malpractice suits
• Most common estate planning mistakes and ways to avoid such mistakes
  

2. Transfer of Property

• Transfers through the probate process
• Testamentary distribution
• Intestate succession
• Advantages and disadvantages of probate
• Assets subject to probate estate
• Probate avoidance strategies
• Ancillary probate administration
• Transfers by operation of law
• Transfers through trusts
• Transfers by contract

3. Estate Planning - Wills

• Definition and importance of will
• Types of wills
• Parties to a will
• Legal requirements of a will
• Terms and contents of a will
• Changing or revoking a will
• Major clauses of a will
• Will contents
• Intestacy
• Tax implications of a will

• What to gift, why to gift, and when to gift
• Gifts that are subject to gift tax
• Exclusions and deductions
• Available credits
• Gift tax liability