Key Learning Objectives:
● Who is a professional and its role?
● What are the documents in building an estate plan?
● Who is the executor, administrator, trustee, grantor?
● Who is the beneficiary?
● Tax treatment and filing requirements?
Entry into one (1) subject matter course: Estate Tax Planning & Its Taxation on Wednesday, November 19, 2025 10:00am - 12:00pm
Entry into one (1) subject matter course: Estate Tax Planning & Its Taxation on Wednesday, November 19, 2025 10:00am - 12:00pm
Key Learning Objectives:
● Who is a professional and its role?
● What are the documents in building an estate plan?
● Who is the executor, administrator, trustee, grantor?
● Who is the beneficiary?
● Tax treatment and filing requirements?