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Continuing Education
CONTINUING EDUCATION - Course Listings - Estate Planning, Trusts & Gift Tax
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Estate Planning, Trusts & Gift Tax
Date: December 10, 2024
Time: 9:00 am to 1:00 pm
Location: Virtual via Zoom
Credits: 4
Cost: $ 79.00
Course Type: Life
Instructor: David Geistwite
Course Description: This course will take an in-depth approach to estate planning issues; we will discuss how the Unified Credit works as an Estate planning tool and how to maximize its effect. We´┐Żll look at how life insurance can provide solutions for the estate-planning problem. We will discuss the Probate courts and ways to avoid the probate process including Revocable Living Trusts. Discussions will also focus on the changes in the estate planning process due to TRA97 and how the unified credit and gift tax exclusion will change over the next few years. Lastly we will discuss how gifting and charitable contributions all play a major role in the estate preservation plan.
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Pricing Structure
CE Course Pricing
 1 Credit Course $49.00
 4 Credit Course $79.00
8 Credit Course $149.00
(2) 4 Credit Courses $158.00
CE Packages
12 Credits $199.00
16 Credits $249.00
20 Credits $299.00
24 Credits $349.00
Tel: 866.233.6796 Fax: 877.807.6178 [email protected] 2520 Oakwood Lane, Harrisburg, PA 17110