Foundation For Continuing Education

Continuing Education for Legal, Tax, Accounting, Estate & Financial Professionals

978-468-6528

Continuing Education for Tax, Legal, Accounting,
Estate & Financial Professionals.

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Estate Planning Essentials

“Case Study Federal 706 & Mass. 706”

by Todd Lutsky, Esq., LLM

500+ Pages

  • Filing, Release of Liens, etc.
  • General Information & Elections
  • Real Estate – Schedule A
  • Stocks & Bonds – Schedule B
  • Mortgages, Notes & Cash – Schedule C
  • Life Insurance – Schedule D
  • Joint Property – Schedule E
  • Other Miscellaneous Property – Schedule F
  • Lifetime Transfers – Schedule G
  • Powers of Appointment – Schedule H
  • Pensions & Annuities – Schedule I
  • Deductions: Admin. Expenses, Debts & Losses – Schedules J, K, L
  • Bequests to Surviving Spouse – Schedule M
  • Charitable Deductions – Schedule O
  • Generation Skipping Transfers – Schedule R
  • Credits for Taxes on Prior Transfers, etc. – Schedules P & Q
  • Hypothetical Problem & Federal & State Computations in Detail.
  • Questions & Answers

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Purchase Research Manuals

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Programs

All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.

IRS Approved Training Vendor

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64 Pleasant Street,
PO Box 458,
Wenham, MA 01984

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Fax: 978-468-2573

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