This course provides information on federal, state, and gift taxes, and how they affect an estate, as applicable to United States regulations.

Audience :

This series is for anyone who is interested in learning more about estate planning.

Time :

3.0 hour(s)

Objectives :

• Calculate a gross estate and determine the federal estate taxes for it
• Identify types of gifts subject to federal gift tax
• Recognize the different types of state taxes that can affect an estate

Features :

• Exercises that allow users to practice the application
• A file containing the text of the exercises
• A file containing the text of the legal documents presented in the course
• Activities that allow users to apply course concepts in an interactive questioning environment
• A glossary
• A Skill Assessment

Prerequisites :

• None