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Webcast: PFP Boot Camp: Estate and Charitable Planning (WBPFSE314)
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This session addresses gift, estate, and generation skipping transfer taxes at the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities. Non-tax aspects of estate planning, including the estate planning process, wills, trusts, durable powers of attorney, powers of appointment, and probate procedure are also studied.

11/11/2014
When: 11/11/2014
1:30 PM until 4:05 PM
Where: Webcast


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PFP Boot Camp: Estate and Charitable Planning

 

This session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities. Non-tax aspects of estate planning, including the estate planning process, wills, trusts, durable powers of attorney, powers of appointment, and probate procedure are also studied.

 

Objectives:

                 Describe the unification of the estate tax and gift tax systems

                 Identify the applicable credit for estate tax, and gift tax purposes

                 Explain the requirements for use of the annual exclusion for gift tax purposes

                 Describe the purpose of the Crum

 

Requisite Knowledge: Basic knowledge of the areas of estate planning.

 

Speaker: Tom Tillery

Vendor: AICPA

Field of Study: Taxes

Level: Intermediate

CPE Credits: 3

Yellow Book: No

 

Registration Fees

 

 

Members

$139

CPA Non-Members

$174

 

 

 

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