February 28, 2025
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Financial and Estate Planning Documents
Sidney Kess and Barbara Weltman

This course will cover basic law that relate to financial and estate planning documents, describe the documents and review the law behind them as well as any potential tax implications.

Topics covered include:

  • Marital Status
  • Domicile
  • Advance Medical Directives
  • Power of Attorney
  • Asset Protection
  • Property Ownership
  • Other Trusts
  • Wills
$45.00
[click to view a FREE preview of this course]
[click to enroll in this course]
Field of Study:  Taxes
Prerequisites:  None
Level:  Basic
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
[click to download acrobat reader]
Credit Available For: Units
CPE 2 CPE
QAS 2 CPE
Enrolled Agent (Accepted by the IRS) 2 CPE
Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.
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