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US Estate Taxation and Policies

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US Estate Taxation and Policies

This course is part of Everyday Tax Concepts: US Individual, Corporate & Estate Tax Specialization

Instructor: Cody Warren, CFP®, CPA

Included with

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7 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

7 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Understand core estate planning concepts, including probate, asset titling, and compliance with US estate tax rules.
Apply strategies using trusts, charitable giving, and the unlimited marital deduction to manage estate taxes.
Evaluate estate planning tools like life insurance and generation-skipping transfers to preserve wealth.

Skills you'll gain

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Shareable certificate

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Build your subject-matter expertise

This course is part of the Everyday Tax Concepts: US Individual, Corporate & Estate Tax Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 7 modules in this course

This course provides an in-depth introduction to United States (US) estate planning, covering essential documents, processes, and the foundations of a basic estate plan. Students will explore key concepts in gift and estate tax, including compliance requirements, as well as the probate process and asset titling.

The course examines transfers and trusts as core estate planning tools, along with strategies for charitable giving and the benefits of the unlimited marital deduction. Participants will also learn about the role of life insurance, special elections, and planning considerations related to generation-skipping transfers and associated taxes. By the end of the course, learners will have a comprehensive understanding of estate planning principles and the tools used to manage and transfer wealth effectively.