Webcast: PFP Boot Camp: Estate and Charitable Planning (WBPFSE415)
Tell a Friend About This EventTell a Friend

When: 06/08/2015
1:30 PM until 4:15 PM
Where: Webcast
United States
Presenter: Tom Tillery

Online registration is closed.
« Go to Upcoming Event List  

Registration Fees
Members $139
Non-Members $174

CPE: 3 hours
Level: Intermediate
Vendor: AICPA
Category: Taxation
Prerequisites: Basic knowledge of the areas of estate planning.
Advanced prep: None

Who should attend: Financial planners preparing for the PFS exam or who need a refresher on PFP skills

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.


  • 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