Estate Planning Applications---Summary

HS 334

  Outline Of Contents (pages in assignment--51 total study pages)
Sample
HS-334
Assignment
  How to Forecast Estate Settlement Costs (4)
334-2   The Uses of Life Insurance in Estate Planning (4)
334-3   Irrevocable Life Insurance Trusts (ILITs) (5)
334-4   Valuation Principles Used in Estate Planning (5)
334-5   Estate Tax Reduction Techniques:  Gifts to Family Members and Trusts (4)
334-6   Estate Reduction Techniques:  Estate Freezes for Family Businesses (4)
334-7   The Basics of Charitable Giving (4)
334-8   Planning Techniques for Charitable Giving (5)
334-9   Estate Planning for Married Individuals (4)
334-10   Taxation of Trusts (5)
334-11   The Estate Planning Implications of Employee Benefits (5)
334-12   The Written Estate Plan (2)
Bonus Book  

Key Words with their Definitions, Sample Exam and Answers with Explanations   (62 total study pages)

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