Estate Planning 103: Advanced Trusts and Tax Strategies for Multi-Generational Wealth
Prepare a legacy that your family will cherish for centuries.
Estate Planning Masterclass: Securing Wealth and Minimizing Taxes Across Generations
This comprehensive Estate Planning course is designed to guide you through advanced strategies to protect your wealth, optimize tax benefits, and ensure the smooth transfer of assets to future generations. You’ll explore critical estate planning tools, including various trust structures, tax strategies, and unique considerations for complex estates.
Key Topics Include:
- Dynasty Trusts: Maximize wealth transfer without estate taxes across generations.
- Testamentary Trusts: Manage and distribute assets through a will-based trust.
- Spendthrift Trusts: Protect beneficiaries from creditors.
- Charitable Trusts: Benefit both your estate and charities.
- Family Limited Partnerships: Manage family assets with tax advantages.
- Life Insurance Trusts (ILIT): Reduce estate taxes and manage life insurance policies.
Unit 2: Tax Strategies
- Estate, Gift, and Inheritance Taxes
- Annual Exclusion and Lifetime Exemption strategies
- Unified Credit and Taxable Estate
Unit 3: Special Circumstances
- Step-Up in Basis rules
- Estate Freezes and Homestead Exemptions
Join this course to ensure your wealth is passed on efficiently, safeguarded from creditors, and optimized for tax benefits!
Course Curriculum
Unit 1: Elevated Trust Structures
Available in
days
days
after you enroll
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StartDynasty Trust: Understand how dynasty trusts can be used to pass wealth across multiple generations without incurring estate taxes. (3:00)
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StartTestamentary Trust: Learn about trusts created through a will to manage and distribute assets. (3:26)
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StartSpendthrift Trust: Explore how spendthrift trusts protect beneficiaries from creditors. (2:47)
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StartCharitable Trust: Discover how charitable trusts benefit both the charity and the estate. (0:55)
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StartFamily Limited Partnership: Uncover how family limited partnerships are utilized to manage and protect family assets while providing tax benefits. (2:32)
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StartLife Insurance Trust (ILIT): Understand how ILITs can manage life insurance policies and reduce estate taxes. (2:14)
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StartElevated Trust Structures Quiz
Unit 2: Optimizing Tax Strategies
Available in
days
days
after you enroll
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StartEstate Tax: Learn about the tax imposed on the transfer of the taxable estate of a deceased person. (2:44)
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StartGift Tax: Understand the tax on the transfer of money or property to another person without receiving anything (or less than full value) in return. (2:34)
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StartAnnual Exclusion: Explore the annual exclusion amount and its effect on gift tax planning. (2:21)
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StartLifetime Exemption: Understand how the lifetime exemption reduces estate tax liability. (2:35)
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StartUnified Credit: Understand the unified credit’s role in reducing estate and gift taxes. (2:42)
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StartTaxable Estate: Discover what constitutes a taxable estate and its impact on estate planning. (1:17)
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StartOptimizing Tax Strategies Quiz
Unit 3: Estate Planning for Unique Circumstances
Available in
days
days
after you enroll
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StartInheritance Tax: Explore the tax imposed on individuals who inherit property or assets from a deceased person. (2:32)
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StartStep-Up in Basis: Discover the implications of the step-up in basis rule on inherited assets. (2:27)
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StartNet Estate: Learn how to calculate the net estate for tax purposes. (2:00)
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StartEstate Freeze: Learn how to freeze the value of an estate to minimize future estate taxes. (2:54)
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StartHomestead Exemption: Learn how this exemption protects a portion of a home's value from property taxes. (2:39)
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StartEstate Planning for Unique Circumstances Quiz
Frequently Asked Questions
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.