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US Estate Taxation and Policies

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Overview

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This course provides an in-depth introduction to United States (US) estate planning, covering essential documents, processes, and the foundations of a basic estate plan. Students will explore key concepts in gift and estate tax, including compliance requirements, as well as the probate process and asset titling. The course examines transfers and trusts as core estate planning tools, along with strategies for charitable giving and the benefits of the unlimited marital deduction. Participants will also learn about the role of life insurance, special elections, and planning considerations related to generation-skipping transfers and associated taxes. By the end of the course, learners will have a comprehensive understanding of estate planning principles and the tools used to manage and transfer wealth effectively.

Syllabus

  • Introduction to Estate Planning
    • This module introduces the basics of estate planning, including essential documents and the probate process in the United States (US).
  • Gift and Estate Tax
    • This module covers the fundamentals of gift and estate taxes, including compliance and calculation.
  • Transfers and Trusts
    • This module explores transfers during life and at death, and the role of trusts in estate planning.
  • Charitable Giving and Marital Deduction
    • This module discusses strategies for charitable giving and the unlimited marital deduction.
  • Life Insurance and Special Elections
    • This module examines the role of life insurance in estate planning and special elections.
  • Generation-Skipping Transfers and Tax
    • This module covers generation-skipping transfers and related tax.
  • A Basic Estate Plan
    • This module reviews a basic estate plan and the core documents that comprise it.

Taught by

Cody Warren, CFP®, CPA

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