Estate Planning

Course number: FP591912

This course covers everything from the basics about wills and trusts to sophisticated tax-saving strategies. Get straightforward, plain-English explanations of practically every estate planning device available. Learn how to choose the right type of trust, avoid probate, provide for children, minimize gift and estate taxes, protect a business, deal with second or subsequent marriages, and understand when to use a will.

You’ll also learn how marital property is treated in community property states and in common law states; how to complete a property inventory worksheet; how to choose primary, alternate, and residuary beneficiaries; how to disinherit someone; and how to plan for simultaneous death. Includes sample estate plans.

Note: Some of the material contained in the text is not valid in Louisiana. Course level: Basic. Prerequisites: None.

Course includes an integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 28 hours