Overview

This course provides the basics of estate planning, including a review of wills, trusts, and business ownership.

Learning Objectives

Students who successfully complete this course will be able to:

• identify the various ways to transfer property at death
• understand the various forms of asset ownership
• describe how wills and trusts fit into the estate planning process
• understand the estate tax and gift tax exemptions
• understand how a family limited liability company can reduce estate tax exposure and facilitate asset transfer
• identify the issues surrounding business continuation upon the death of an owner

Designed for

Retail, Investment Advisory