Ethics test of Paypal

Description:  Washington’s community property rules play a big role in both the distribution and the taxation of estates. CPAs, CFPs, and other professionals involved in estate planning need to understand these rules before advising estate planning clients. A continuation of Washington Community Property: The CPA's Guide, this course covers the basics of community property rules as they relate to estate planning and examines how these rules impact a number of tax and non-tax post-death issues.

Learn About:  Coordinating financial planning and estate planning » The CPA’s role in estate planning » Overview of Washington community property rules » Devising estate plans for complex families » Will substitutes » Living Trusts » Common will provisions » Community property income tax rules » Understanding basis » Estate and Gift Tax rules » Planning for life insurance » Marital deduction planning » Planning to utilize the unified credit » Intestacy » and the Widow’s election.

Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington).
Of Counsel to the law firm Draneas & Huglin, P.C., a law firm focusing on wills, trusts, tax, and general business matters, Jim also is the author or co-author of a number of books and articles on estate planning and taxes, including Tax and Financial Planning, For The Closely Held Family Business published by American Law Institute-American Bar Association. more»

*Credit varies by profession. Please see our page on Professional CPE Requirements.