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Leaving Money to Children Effectively

Business

Leaving Money to Children Effectively

Course 40654A · 2 hrs · CPA

Transferring wealth to children requires more than just naming them in a will. This course examines the various methods for leaving money to minor and adult children, including the use of trusts, custodial accounts, and other planning vehicles. It highlights the practical and legal considerations that shape these decisions, helping CPAs and tax professionals guide clients toward structures that protect inheritances and reflect the client's intentions—both now and as circumstances change over time.

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  • Hours: 2
  • Exam questions: 8
  • Eligible for: CPA
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NASBA Area: Finance

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Leaving Money to Children Effectively
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