Instructor for this course
more

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

This 3-hour course discusses trusts, estate planning, and estate taxes as well as describing some of the tools that are available for estate planning. The course defines the benefits of using each of the addressed tools.

Learning Objectives

  • Overview of Estate Taxes
  • Probate
  • Trusts
  • Trusts and Estates
  • Gift Splitting and Estate Taxes
Last updated/reviewed: November 19, 2019

4 Reviews (10 ratings)Reviews

5
Member's Profile
The main problem with the course is that the supporting materials did not include the very important notes to the lecture. This major study guide is not available and therefore the course has less value
2
Anonymous Author
This has been my least favorite Illumeo course. This course was more law and less accounting. In addition, there are no slides to reference to for later review.
4
Member's Profile
Dry voice and hard to listen to; but, informative and a good review of the different lingo that is used regarding Trusts and Estate planning.
4
Anonymous Author
The material in this course is good but I would have liked to have been able to download a more detailed supporting material package.

Prerequisites

Course Complexity: Advanced

No advanced preparation or prerequisites are required for this course.

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
  17:38Introduction to Estate Taxes Part 1
  16:20Probate
  21:00Trusts Part 1
  17:08Trusts Part 2
  25:10Trusts Part 3
  19:59Trusts and Estates
  28:04Gift Splitting and Estate Taxes and Conclusion
CONTINUOUS PLAY
  2:25:28Estate Taxes Part 1
SUPPORTING MATERIALS
  PDFEstate Taxes Part 1 Glossary/Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM