Learn how to guide your clients in protecting and transferring their wealth. If you are a trust officer, attorney, life insurance underwriter or financial planner, this course gives you the fundamental background you need to know in proactively meeting your clients' estate planning needs. Gain an insider's grasp of tax objectives, wills and living trusts, the unlimited marital deduction and saving the "second tax," while exploring the most advanced concepts and methods relating to lifetime gifts and trusts, holding title to property, life insurance and annuities, business interest, post-death tax and legal problems. You will also update your knowledge by reviewing recent tax law changes.
