Estate Tax Workbook: Exposure Analysis, Strategy Comparison, and Professional Coordination

Practical estate tax planning is built through deliberate exposure analysis, careful strategy comparison, and professional coordination. This hands-on workbook walks you through each with templates designed for real situations. By the end of this course you will have an exposure analysis, a strategy comparison, a lifetime giving plan if relevant, a professional consultation plan, and a documentation system. What you will learn: - How to analyze your potential estate tax exposure - How to compare strategies across cost, complexity, and effectiveness - How to design a lifetime giving plan within annual exclusions - How to think about trust strategies at a conceptual level - How to plan charitable giving including bequests and trusts - How to coordinate with attorneys, accountants, and financial planners - How to document strategies and revisit periodically The course is structured as a workbook. Each module provides templates and walks through examples. The course is informational and does not substitute for licensed legal, tax, or financial advice. This course is written for adults with meaningful estates. By the end you will have replaced reactive planning with a documented strategy.