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> Courses > Monday A Courses

Basic Estate Planning  

This course will cover three main topics: basic estate planning, federal transfer tax system, and estate administration and probate. Wills, trusts, powers of attorney, and advance medical directives will be discussed. Requirements for an executed will, factors to consider in designing trusts, and how to choose an executor, trustee, or guardian will be covered. Our transfer tax system and an overview of the current estate and gift tax system will be included. Techniques used to minimize estate tax liability and an explanation of the probate procedure in Virginia will also be covered.