Estate Planning: A Comprehensive Overview

Course Details


Wednesday, November 20, 2019

4:30am – 12:00am
(Registration: 4:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning as well as transfers of assets.

Dig into the basics of transfer tax planning, including A-B trusts, QTIPs, IDGTs, QPRTs, GRATs, unlimited marital deduction planning, planning with life insurance trusts, family limited partnerships and more.

Also, particular attention will be paid to planning for estate tax law changes and looking at advanced planning strategies, such as the use of trust protectors.

Formerly titled: Estate Planning Intro: Know Your Q-tip From a QTIP

Materials are provided as an ebook for this course.


  • Intestate succession
  • Holding title to assets
  • Lifetime asset transfers and testamentary asset transfers planning
  • Structures to avoid or minimize transfer taxes
  • Living trusts, including A-B and A-B-C, terminating irrevocable trusts, using trust protectors
  • Life insurance trusts, FLPs, QPRTs, IDGTs, GRATs and charitable trusts


  • Identify estate planning objectives.
  • Recall the basics of our legal system as it relates to probate, wills and trusts.
  • Recognize common issues from basic to advanced gift and estate tax planning.
  • Identify the skills to deal with gift and estate tax problems.

Designed For

Tax professionals, CPAs, attorneys and emerging professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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