- NY Credits : 2.0
- TX Credits : 2.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 2.0
Practical Asset Protection Strategies for Older Clients - Estate and Income Tax Planning
Upon successful completion of this course, the user should be able to:
identify asset protection opportunities using basic trust, gift, estate, and income tax strategies;
prioritize the steps necessary in the administration of an estate; and
recognize the implications of fraudulent conveyances.