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Estate Planning Fundamentals and Asset Ownership

Business

Estate Planning Fundamentals and Asset Ownership

Course 40651A · 2 hrs · CPA

A solid estate plan starts with understanding what it includes and why it matters. This course introduces the core components of an estate plan and walks through the critical process of taking inventory of assets—including how ownership structure affects what happens to property at death. Ideal for CPAs and tax professionals who want to help clients build a strong planning foundation, this course covers the essentials before diving into specific planning tools and strategies.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Estate Planning Fundamentals and Asset Ownership
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