- Seminar
- >
- St Petersburg FL June 21-22, 2018
St Petersburg FL June 21-22, 2018
SKU:
20180621StPeteACEP
$1,495.00
$1,495.00
Unavailable
per item
2 day Certified Estate Planner course hosted in St. Petersburg Florida.
Dates June 21-22, 2018
Topic covered include:
Package includes 2 day seminar, all course materials and examination. Travel and lodging are not included.
Dates June 21-22, 2018
Topic covered include:
- Estate Planning Process
- Ethics for the Estate Planner
- Ownership of Property
- Community Property
- Overview of Trusts
- Testamentary Trust
- Living Trust
- Charitable Trust
- Powers of Appointment
- Lifetime Transfers by Gift- an overview
- Transfers at Death
- Administration of an Estate
- Valuation for Estate Tax purposes
- Buy-Sell Agreements
- Federal Estate Tax
- Marital deduction
- Charitable Deduction
- Basis Rules for Property
- Income Taxation of Estates and Trust
- Installment Sales, Estate Tax Freeze
- Family Limited Partnerships and LLC’s
- Guardianships and POA’S
- Long Term Care Issues and Insurance
- Planning for non-traditional couples
Package includes 2 day seminar, all course materials and examination. Travel and lodging are not included.
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