1303Course · Practitioner
Estate Planning
The disciplined transfer.
Estate planning is disciplined transfer. This course covers wills, powers of attorney, healthcare directives, and the federal estate-and-gift-tax system — treating the estate plan as a set, not a document.
- 01
State the classical estate documents.
- 02
Understand the federal estate tax.
- 03
Plan an estate without cliché.
Pacing
1 week · ~4 hours.
- IModule
Documents
- IIModule
Tax
- IIIModule
Applied