Basics of Estate and Tax Planning (On-Demand)

This course provides an introduction to key topics surrounding estate planning and tax planning. Specifically, this course will overview the estate and gift tax regime, along with the basics of generation-skipping transfer taxation. The program will also provide information about income tax planning from a trusts and estates perspective, such as by detailing basic step-up considerations and the taxation of trusts. Key concepts will also be introduced to help clients put together a tax-efficient estate plan, such as by discussing disclaimer trusts and how to deal with typical creditors during a trust or estate administration.


  1. Estate Tax Update
  2. Gift Tax and Exclusions
  3. Generation-Skipping Transfer (“GST”) Tax
  4. Step-Up Basis of Various Assets
  5. Planning for the Final Income Tax Return
  6. Trust Taxation Basics/Tax Treatment of Trusts
  7. Disclaimer Trusts
  8. Typical Creditors and How to Deal with Them


Joseph W. Bukowski, Esq.

Not Enrolled

Course Includes

  • 1 Lesson