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** The course is being updated for 2020 Tax Updates. **

This is part two of a two part extate planning and estate taxes course series. 

This 2-hour course describes how to identify what is included in the gross estate and demonstrate how to calculate gross estate amounts. This course also discusses portability, and explains the benefits of electing portability as well as describing Generation Skipping Transfer Taxes.

Learning Objectives

  • Overview of Estate Tax Calculation
  • Debts and Other Important Estate Items
  • Gifts
  • Valuing the Gross Estate
  • Marital Transfers and Portability
Last updated/reviewed: November 18, 2019

Prerequisites

Course Complexity: Advanced

No advanced preparation or prerequisites are required for this course but taking Estate Taxes Part 1 is recommended before completing part 2.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  11:04Introduction to Estate Taxes Part 2
  21:282 Debts and Other Important Estate Items
  14:313 Gifts
  23:324 Valuing the Gross Estate
  32:255 Marital Transfers and Portability
CONTINUOUS PLAY
  1:43:06Estate Taxes Part 2
SUPPORTING MATERIALS
  PDFEstate Taxes Part 2 Glossary/Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM