Estate Tax Management

What You Will Learn

• 1 Learn the core principles of estate tax and its historical context.
• 2 Understand the valuation of estate assets including real estate, business interests, and securities.
• 3 Analyze deductions and exemptions available under federal tax law.
• 4 Apply estate tax calculation methods to determine tax liability.
• 5 Explore the use of trusts in mitigating estate tax exposure.
• 6 Understand the impact of marital deductions and charitable contributions.
• 7 Evaluate gifting strategies and annual exclusion rules.
• 8 Analyze the role of life insurance in estate liquidity.
• 9 Understand cross-border estate tax considerations for international assets.
• 10 Develop a comprehensive estate tax management plan for clients.