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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: May 24, 2022

17 Reviews (80 ratings)Reviews

3
Member's Profile
Course was very informative. Could be improved by adding more clarifying examples and explanations and less reading of bullet points. Also, beginning with the last few minutes of the Trust and Estates Section and continuing through the end of the course, the audio and slides are out of sync. Finally, principal (as in principal and interest) is misspelled as "principle" in numerous instances.
3
Anonymous Author
I think the course 1. should include the slideshows with the supporting materials and 2. The last section - "Gifts Splitting and Estate Taxes and Conclusion" - the audio does not tie with the slides shown. Overall, hard topic to cover but did the best they can do with all the information provided (best I have seen it done)
5
Member's Profile
Very valuable course providing a detailed overview of various types of trusts. Course includes discussion on tax matter, including gifting and many other factors affecting trust creation, gifting and estate matters. Useful for accountants, attorneys or financial planners working with high net worth families.
3
Anonymous Author
In the last couple of sections the slides don't line up with the narrative. The use of diagrams would have been helpful to have included in the slides versus only words. It would have been great if the slide deck used was available as a PDF for reference.
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
5
Member's Profile
The course was comprehensive and explained all terms and trust theory well. Unfortunately, toward the end the slides were out of sequence and there were some typos.
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.
3
Anonymous Author
Good that the course covered a lot of ground, but as mentioned by other reviewers, the slides did not sync with the lecture.
1
Member's Profile
Felt like the guy was reading from a book and in the last section the slides didn't line up with what he was saying
3
Member's Profile
Would have been better if more examples of how the different types of trusts are commonly used
5
Member's Profile
helpful and relevant information. easy to understna.d should include slides.
5
Anonymous Author
Excellent cadence, and informative for my first introduction to Trust.
1
Member's Profile
questions poorly written - many errors in the review questions.
4
Anonymous Author
Good course. Slides do not match presentation in last section.
4
Anonymous Author
Great information. I can't wait to take the next sections.

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