| Class Date(s) | Friday, Oct 4 2024 5:30PM-9:30PM Saturday, Oct 5 2024 8:30AM-5:30PM Friday, Oct 11 2024 5:30PM-9:30PM Saturday, Oct 12 2024 8:30AM-5:30PM Saturday, Oct 19 2024 8:30AM-5:30PM Saturday, Oct 26 2024 8:30AM-5:30PM Class# 2410599 Save this Class to Outlook (Click & Open) |
| Description | This course covers planning and managing federal estate and gift tax planning and opportunities. The perspectives of a variety of parties are considered including heirs, fiduciaries, estates, trusts, beneficiaries, donors, and donees. Topics include asset valuation, estate tax deductions, exemptions and credits. Significant time is given to the transfer of amount at death and the dispositive tools available to clients. |
| Price | $800.00 |
|
|
|