Estate Elements & ToolsCode: 25-ITSELEM

Price: $159.00
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Course Details

176 pages

Course description and objectives:

Estate planning is more than just planning for death. It includes building an estate during a lifetime, then seeing that those assets are protected in an estate that can be passed to the next generation. It allows you the opportunity to control your success both during life and on death.


Thus, estate planning has three economic elements:

(1) Building the estate;

(2) Preserving the estate; and

(3) Distributing the estate.

 

Presentation Method:  QAS Self-Study

 

Category:  Specialized Knowledge and Applications

 

CPE credit:  9 Hours  

Program Level:  Update

Prerequisites:  None

Advance Preparation:  None

Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase

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For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.

American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

NASBA QAS Sponsor number 108096