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Estate Planning Using Life Insurance (ID)

4 credits

Course #: 6000138469

Take this Course

Gift Taxes

Non Taxable Gifts
Annual Exclusion
Gift Splitting
Examples

Introduction to the Estate

History of Estate Tax
Estate Tax Timeline
The Estate
Types of Estates

Will
Probate
Probate Proceeding
Probate Estate
Probate Avoidance

Federal Gross Estate

Definition
Incidents of Ownership
Deductions

Exclusion Amount

Purpose
Gift Tax
Estate Tax
Federal Estate Tax Chart
Summary

Estate Planning Trusts

Purpose
Types
Terminology

How it Works
Advantages
Disadvantages

Credit Shelter Trust

Fundamentals
How it Works
Example

QPRT

Fundamentals
How it Works
Advantages
Disadvantages

QTIP

Fundamentals
How it Works
Purposes
Who Needs One?

ILIT

Fundamentals
Requirements
Summary

SLAT

Fundamentals
How it Works
Summary

Calculating Estate Taxes

Step 1 – Figure Federal Gross Estate
Step 2 – Figure Adjusted Gross Estate
Step 3 – Figure Tentative Tax Base
Step 4 – Figure Tentative Tax
Step 5 – Figure Tax Owed
Example – Step 1
Example – Steps 2 & 3
Example – Steps 4 & 5

Paying Estate Taxes

Liquid Assets
Illiquid Assets
Life Insurance
Life Insurance Advantages
Example

Types of Life Insurance

Term Life
Whole Life
Universal Life
First-to-Die
Second-to-Die

Life Insurance Considerations

Immediate Cash
Survivor Needs
Avoid Probate
Avoid Taxes
Final Words

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