Estate Planning: Top Seven Tools to Know (Self-Study)

Course Description

This course will discuss the top seven estate planning techniques and tools to strengthen documents. The techniques will include federal estate tax planning, trusts for minors, special needs trusts, and more.

Syllabus

1. Will Strategies to Prevent Conflict and Confusion
2. Advance Directive Tips: Making Healthcare Wishes Explicit
3. Revocable Living Trust Tactics
4. Retirement Benefit Planning Techniques
5. Tax Minimization Tactics: Portability, Step-Up Basis and More
6. Special Needs Trusts (SNTs) and ABLE Account Strategies
7. Durable Financial Powers of Attorney Insights

Instructor

Elaine T. Yandrisevits, Esq.