Back to the library
Wills, Intestacy, and Testamentary Planning

Taxes

Wills, Intestacy, and Testamentary Planning

Course 34153A · 2 hrs · CPA & EA

Dying without a will can create serious legal and financial complications for your clients' families. This course examines the consequences of intestacy and walks through how a well-drafted will can put clients in control of their legacy. You'll explore testamentary planning techniques, the role of trustees, and important drafting considerations—including cautions around trustee removal language. A solid refresher for any professional involved in estate planning or working with clients who have yet to formalize their wishes.

Audio Preview

  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA & EA
View PDF Preview

NASBA Area: Taxes

Take this course free

Create a free account and get 2 credits instantly — no payment needed.

Already have an account? Log in

Wills, Intestacy, and Testamentary Planning
No cover image