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Estate Tax Planning Mechanisms
Compare transfer-tax planning tools, document assumptions and explain tradeoffs without losing sight of client goals.
The planned curriculum
An outline of the course in development—not a list of completed lessons.
- Estate, gift and generation-skipping transfer tax foundations
- Marital planning and portability
- Basis and income-tax tradeoffs
- Insurance, gifting and irrevocable trust mechanisms
- Charitable and business succession planning
- State tax overlays and a scenario-comparison capstone
What you will work toward
A dated planning-options memorandum with calculations, assumptions and specialist-review questions.
Suggested preparation
Estate Planning Basics or equivalent experience; working familiarity with tax research.
Equivalent experience can replace foundational coursework; a separate course purchase is not a prerequisite.