The following topics will be covered in our online and live review and refresher course.
The Estate Planning Process
Overview of Estate Planning
Data Gathering and Analysis
Death-Sensitization for the Estate Planner
The Unauthorized Practice of Law
Ethics
Malpractice in Estate Planning
Property Ownership
Ownership and Transfer of Property
Federal Income Taxation
Gross Estate
Federal Estate Taxation
Estate Tax
Non-US Persons in the [...]
