Description:
The Estate Planning Tax Series subscription includes access for one year to all 8 Sessions, 4 Workshops, and associated course materials for the discounted rate of $499.
Please Note: Sessions 1 through 8 can be purchased individually for $99 each by selecting the session from the "Included Courses" below.
The InerActive Legal Academy Estate Planning Tax Series focuses on the fundamentals of estate and gift taxation and foundational planning to minimize transfer taxes. The basic principles of generation-skipping transfer (GST) tax and income taxation of trusts and estates are also covered. Topics include: Credit shelter planning and portability, flexible planning using “Clayton” and “disclaimer” plans, lifetime gift planning, grantor trusts, and more.