Estate Planning Training Courses

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You will receive Unlimited Access to all of the Estate Planning tutorials listed below. Your online training courses will be available from anywhere you have internet access.

Summary:

This series helps users understand the various considerations in planning an estate. It provides an overview of the terms and resources needed to prepare an estate plan, and explains how to determine assets, will preparation strategies and considerations, trusts, and retirement issues. Also covered are tax strategies to implement in your estate planning. This series also offers guidance on revising an estate plan throughout life changes.

This e-learning computer training series includes all of the online training tutorials listed below and is provided in an interactive e-learning format. Retake any or all of our computer training as often as you want. Our online tutorials allow you to learn anywhere, anytime from any computer with internet access. All courses allow for 1 year unlimited access (1 user), include a variety of features and qualify for Continuing Education Unit credit .

StaffKit is an e-learning leader in providing computer training tutorials and online education. We have satisifed online learning customers in over 40 countries.

Certification: None

Includes:

Estate Planning Starting an Estate Plan

• Define the most commonly-used estate planning terms
• Determine the goals of his or her estate plan
• Choose members of an estate planning team
• Take inventory of the estate's assets
• Compare the different types of property ownership

• Identify different types of life insurance and the benefits of each
• Choose the insurance policy that best suits his or her situation
• Compare the options available with pension plans
• Recognize the saving options available other than pension plans
• Distinguish between the different types of business entities
• Determine the goals for the future of his or her business

• Describe the disadvantages of dying without a will
• Explain the function of probate court
• Identify the main parts of a simple will
• Create a distribution plan of his or her assets
• Distinguish between the functions of a will and a trust
• Select a trustee
• Recognize the relative benefits of different types of trusts

• Describe the probate process
• Distinguish between an administrator and an executor
• Select an executor
• Explain how an estate can avoid probate
• Prepare for some unique probate situations

• Determine the qualifications needed for a guardian
• Recognize the different options available for providing for children in a will
• Describe spousal property rights
• Identify the areas of an estate affected by a divorce
• Prepare for a will contest

• Calculate a gross estate and determine the federal estate taxes for it
• Identify types of gifts subject to federal gift tax
• Recognize the different types of state taxes that can affect an estate

• Determine which assets to donate and when to make the donation
• Recognize the different types of charitable gifts
• Identify the tax exclusions and deductions that will reduce estate taxes the most
• Plan asset distribution within the family

• Explain the benefits covered by Social Security income
• Distinguish the different types of medical benefits available at retirement
• Examine the alternatives to appointing a guardian if the estate can no longer be managed
• Explain the functions of a living will and a health care power of attorney
• Define final wishes such as anatomical gifts and burial wishes in the estate plan

• Recognize the options available for caring for an aging parent
• Manage an estate plan as changes to the estate occur
• Distinguish between the concerns related to preparing an estate plan early in life and the concerns for preparing one later in life

Retake any or all of our computer training as often as you want. Our online tutorials allow you to learn anywhere, anytime from any computer with internet access. All courses allow for 1 year unlimited access (1 user), include a variety of features and qualify for Continuing Education Unit CEU credit.


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You might also be interested in our Home and Small Business Package which includes all of the Estate Planning training courses listed above plus over 246 hours of additional courses.

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