Basic Estate and Gifting Strategies


Estate planning is the cornerstone of any personal financial plan. An estate plan that is not coordinated with the overall personal financial plan may inadvertently derail other planning objectives.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this course covers the correct application of estate planning strategies that can greatly enhance the client's personal financial plan.

Estate planning strategies addressed in this CPE course cover a wide range of personal financial planning goals, including:

Charitable giving Managing blended marriage situations Multigenerational transfers Wealth replacement. Part of most estate planning considerations, gifting strategies will also be discussed in this course.


Distinguish between a marital trust and a credit shelter trust. Identify a qualified disclaimer. Recognize the applicability of portability as a basic estate planning strategy. Distinguish between gifts of future and present interests. Identify the tax basis of a gift, based on facts and circumstances. Calculate the donee's tax basis for a gift, in which gift tax has been paid by the donor.


Estate planning documents Trusts Goals that trusts can achieve The parties to a trust Grantor Trustee Beneficiary Types of Trusts Estate planning strategies Gifting strategies Marital trust Credit shelter trust Qualified disclaimer Portability Future interest Present interest Tax basis

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


1.5 CPE Credits
Specialized Knowledge: 1.5 Credits


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Non-member Price:


    Thomas Tillery