#5060
40 Credit Hours - Tax
Online with Downloadable text

Danny C. Santucci, JD

Objective: To understand various tax issues related to estate and gift taxation, both pre- and post-mortem.
This exceptional course encompasses all aspects of pre- and post-estate and gift taxation, including: • General overview
of estate and gift taxation • Estate administration • Manner of holding title • Forms 706 and 709 filing requirements
• Computing the federal estate and gift tax • Gross estate exclusions and deductions • Charitable gifting and valuation
• Review of family limited partnerships, life insurance, installment notes • Post-mortem administration elections, more.

Course Level
Basic

Prerequisites: None