Surgent's Mastering the Fundamentals of Estate and Gift Tax Planning (MFEP)

Description

While the estate and gift tax have been greatly relaxed, many clients will still require estate planning services in the current year. This course examines the fundamentals of estate planning including critical concepts in marital deduction planning, credit shelter trusts, selection and powers of trustees, and titling and funding issues. The comprehensive manual provides an in-depth analysis of will provisions, checklists, flow charts, and real-life examples.

Designed For

CPAs who advise clients on establishing an estate plan