Estate Planning Essentials: Fed & Mass Issues (706 & M706)

Note this is part of a Certificate in Trust & Estate Planning®  – Register for any 4 at $1,195

1. Filing Release of Liens, General Information & Elections
2. Real Estate – Schedule A
3. Stocks, Bonds –  Schedule B
4. Mortgages, Notes, Cash – Schedule C
5. Life Insurance –  Schedule D
6. Joint Property – Schedule E
7. Other Miscellaneous Property – Schedule F
8. Lifetime Transfers – Schedule G
9. Powers of Appointment – Schedule H      
10. Pensions & Annuities – Schedule I                       
11. Deductions, Admin. Expenses & Debts & Losses – J,K,L
12. Bequests to Surviving Spouse – Schedule M
13. Charitable Deductions – Schedule O 
14. Generation Skipping Transfers – Schedule R
15. Credits for Taxes on Prior Transfers – Schedule P and G
16. Hypothetical Problem & Federal & State Computations in Detail
17. Questions and Answers                                

CEU .4

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