Advanced Topics in Estate Planning: Explore 100 Lessons across 25 Topics

Advanced Tax Planning

• Generation-Skipping Transfer Tax
• Charitable Remainder Trusts
• Qualified Personal Residence Trusts
• Intentionally Defective Grantor Trusts
• Test Your Knowledge: Advanced Tax Planning

Asset Protection Strategies

• Domestic Asset Protection Trusts
• Offshore Trusts
• Family Limited Partnerships
• Limited Liability Companies in Estate Planning
• Test Your Knowledge: Asset Protection Strategies

Business Succession Planning

• Buy-Sell Agreements
• Grantor Retained Annuity Trusts
• Employee Stock Ownership Plans
• Family Business Governance Structures
• Test Your Knowledge: Business Succession Planning

Advanced Trusts and Estates

• Dynasty Trusts
• Spendthrift Trusts
• Purpose Trusts
• Special Needs Trusts
• Test Your Knowledge: Advanced Trusts and Estates

International Estate Planning

• Cross-Border Taxation
• Treaties and Estate Planning
• Foreign Trusts
• CFC Rules and Estate Planning
• Test Your Knowledge: International Estate Planning

Philanthropic Planning

• Charitable Lead Trusts
• Private Foundations
• Donor-Advised Funds
• Impact Investing
• Test Your Knowledge: Philanthropic Planning

Post-Mortem Estate Planning

• Qualified Disclaimer
• Estate Administration
• Post-Mortem Income Tax Planning
• Elective Share
• Test Your Knowledge: Post-Mortem Estate Planning

Advanced Probate Processes

• Complex Probate Litigation
• Ancillary Probate
• Probate Avoidance Techniques
• Multi-State Probate Issues
• Test Your Knowledge: Advanced Probate Processes

Elder Law and Long-Term Care Planning

• Medicaid Planning
• Long-Term Care Insurance
• Veterans Benefits
• Guardianships and Conservatorships
• Test Your Knowledge: Elder Law and Long-Term Care Planning

Digital Assets in Estate Planning

• Digital Estate Planning
• Cryptocurrency and Blockchain Technology
• Managing Social Media Accounts Post-Mortem
• Online Financial Accounts
• Test Your Knowledge: Digital Assets in Estate Planning

Ethical Considerations in Advanced Estate Planning

• Conflicts of Interest
• Confidentiality and Privilege
• Fiduciary Duties
• Client Competency
• Test Your Knowledge: Ethical Considerations in Advanced Estate Planning

Litigation in Estate Planning

• Will Contests
• Trust Litigation
• Fiduciary Litigation
• Family Disputes
• Test Your Knowledge: Litigation in Estate Planning

Advanced Guardianship Issues

• Contested Guardianships
• Guardianship Alternatives
• Elder Abuse and Exploitation
• Guardianship Reporting Requirements
• Test Your Knowledge: Advanced Guardianship Issues

Retirement Asset Planning

• Required Minimum Distributions
• Roth Conversions
• Inherited IRAs
• Qualified Retirement Plans
• Test Your Knowledge: Retirement Asset Planning

Valuation and Appraisal Issues

• Discounts for Lack of Marketability
• Valuation of Closely-Held Businesses
• Appraisal Techniques
• IRS Challenges to Valuation
• Test Your Knowledge: Valuation and Appraisal Issues

Insurance in Estate Planning

• Life Insurance Trusts
• Premium Financing
• Annuities
• Disability Insurance
• Test Your Knowledge: Insurance in Estate Planning

Gifts and Transfers

• Annual Exclusion Gifts
• Gift Tax Returns
• Intrafamily Loans
• Loans and Notes
• Test Your Knowledge: Gifts and Transfers

Estate Planning for Non-Traditional Families

• LGBTQ+ Families
• Blended Families
• Unmarried Couples
• Adopted and Stepchildren
• Test Your Knowledge: Estate Planning for Non-Traditional Families

Estate Planning for Special Assets

• Art and Collectibles
• Real Estate
• Intellectual Property
• Closely-Held Businesses
• Test Your Knowledge: Estate Planning for Special Assets

Family Law and Estate Planning

• Prenuptial and Postnuptial Agreements
• Divorce and Estate Planning
• Adoption and Estate Planning
• Community Property Issues
• Test Your Knowledge: Family Law and Estate Planning

Advanced Estate Planning Software and Technology

• Estate Planning Software Options
• Document Automation
• Digital Signatures and Notarization
• Client Portals and Communication Tools
• Test Your Knowledge: Advanced Estate Planning Software and Technology

Estate Planning for High Net Worth Individuals

• Multi-Generational Wealth Transfer
• Custom Trust Structures
• Philanthropic Legacy Planning
• Advanced Investment Strategies
• Test Your Knowledge: Estate Planning for High Net Worth Individuals

Tax Compliance and Reporting

• Gift Tax Returns (Form 709)
• Estate Tax Returns (Form 706)
• Generation-Skipping Transfer Tax Returns
• Fiduciary Income Tax Returns (Form 1041)
• Test Your Knowledge: Tax Compliance and Reporting

Estate Planning for Business Owners

• Business Valuation
• Buy-Sell Agreements
• Succession Planning
• Asset Protection for Business Owners
• Test Your Knowledge: Estate Planning for Business Owners

Review and Updating Estate Plans

• Periodic Review Schedule
• Updating for Life Changes
• Updating for Law Changes
• Communicating Changes to Beneficiaries
• Test Your Knowledge: Review and Updating Estate Plans

---