This course discusses estate planning and estate taxes and the tools that are available for estate planning and will define the benefits of using each tool.
At the end of this course, students will be able to:
- Describe estate taxes and the purpose of estate taxes according to the Internal Revenue Code (IRC).
- Identify the various types of trusts that can be used for estate planning.
- Recognize what is included in the gross estate of a decedent.
Prerequisites
No advanced preparation or prerequisites are required for this course.
Learning Objective
- Discover and describe estate taxes and the purpose of estate taxes according to the Internal Revenue Code (IRC).
- Identify the various types of trusts that can be used for estate planning.
- Recognize what is included in the gross estate of a decedent.
Last updated/reviewed: September 16, 2026
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Andrew Clark
Instructor
INTRODUCTION AND OVERVIEW
- Introduction and Learning Objectives 1:20
- Overview of Estate Taxes 42:46
- Probate 13:20
- Trusts Part 1 16:18
- Trusts Part 2 13:24
- Trusts Part 3 20:20
- Trusts and Estates 17:58
- Gift Splitting and Estate Taxes 23:42
CONTINUOUS PLAY
- Estate Taxes Part 1 2:29:08
SUPPORTING MATERIAL
REVIEW & TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM locked
