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Search for episodes from HS 330 Video: Fundamentals of Estate Planning with a specific topic:

Latest episodes from HS 330 Video: Fundamentals of Estate Planning

10-7 Identify the general methods used to value closely held businesses.

Play Episode Listen Later Nov 1, 2013 7:17


businesses identify methods
15-3 Describe how either an overqualification or an underqualification may affect federal estate tax liability, and explain how formulas can be used to minimize the tax.

Play Episode Listen Later Nov 1, 2013 4:28


federal affect explain describe liability minimize formulas estate tax
18-5 Explain what is meant by a Sec. 303 redemption.

Play Episode Listen Later Nov 1, 2013 5:43


redemption explain meant
18-3 Describe the credits that may be applied in determining the net federal estate tax payable.

Play Episode Listen Later Nov 1, 2013 6:28


federal describe determining credits applied estate tax payable
18-1 Explain how the tentative tax base is determined.

Play Episode Listen Later Nov 1, 2013 5:14


base explain determined tentative
18-2 Describe how the estate tax payable before credits is computed.

Play Episode Listen Later Nov 1, 2013 3:19


describe credits estate tax payable computed
7-3 Describe the allowable reductions that can be used in determining taxable gifts.

Play Episode Listen Later Oct 28, 2013 14:48


gifts describe determining reductions taxable
20-5 Explain how the income of trusts is taxed.

Play Episode Listen Later Oct 17, 2013 16:51


income explain trusts taxed
15-2 Explain the requirements that must be met before property qualifies for the marital deduction.

Play Episode Listen Later Oct 17, 2013 26:53


property explain requirements marital qualifies deduction
23-6 Explain various estate planning arrangements for individuals in nontraditional living arrangements

Play Episode Listen Later Oct 17, 2013 8:09


explain individuals estate planning nontraditional arrangements
12-3 Describe the general rule for inclusion of property under sections 2031 and 2033 in the gross estate of a decedent.

Play Episode Listen Later Oct 17, 2013 10:52


inclusion property estate gross describe sections
15-1 Describe the purpose behind the creation of an unlimited marital deduction, and explain what is meant by the net value of a qualifying interest passing to a surviving spouse.

Play Episode Listen Later Oct 17, 2013 5:33


surviving passing spouse explain meant describe qualifying marital deduction
20-3 Describe in general the income of estates and trusts.

Play Episode Listen Later Oct 17, 2013 3:01


income describe trusts estates
17-1 Identify the types of state death taxes.

Play Episode Listen Later Oct 17, 2013 3:25


types identify death taxes
10-5 Describe how real property is valued, and explain the special-use method of valuation.

Play Episode Listen Later Oct 17, 2013 5:53


method explain describe valuations valued real property
7-2 Describe several tax-related advantages of making lifetime gifts.

Play Episode Listen Later Oct 17, 2013 5:06


gifts lifetime advantages describe
8-10 Explain how property can be transferred at death by operation of law.

Play Episode Listen Later Oct 17, 2013 4:05


death property operation explain transferred
8-7 Describe the grounds for contesting a will.

Play Episode Listen Later Oct 17, 2013 2:05


describe grounds contesting
6-2 Explain what constitutes a gift, and identify the types of gifts.

Play Episode Listen Later Oct 17, 2013 5:41


gifts types identify explain
8-8 Describe the use of testamentary trusts and pour-over trusts in wills.

Play Episode Listen Later Oct 17, 2013 2:13


describe wills testamentary trusts
12-4 Describe the federal estate tax treatment of dower or curtesy interests.

Play Episode Listen Later Oct 17, 2013 1:09


treatments federal describe interests estate tax dower
8-6 Explain the spouse's right of election against a will.

Play Episode Listen Later Oct 17, 2013 1:09


elections explain
8-5 Explain how a will may be amended or revoked.

Play Episode Listen Later Oct 17, 2013 1:26


explain revoked amended
8-9 Explain how property can be transferred at death by contract.

Play Episode Listen Later Oct 17, 2013 2:13


death contract property explain transferred
7-5 Explain the requirements for reporting gifts and paying the tax.

Play Episode Listen Later Oct 17, 2013 2:18


gifts paying explain reporting requirements
8-4 Describe the types of wills.

Play Episode Listen Later Oct 17, 2013 2:43


types describe wills
7-4 Explain the procedure for computing the federal gift tax.

Play Episode Listen Later Oct 17, 2013 3:03


federal explain procedures computing
3-3 Explain why the situs of property and the domicile of a property owner are important in estate planning.

Play Episode Listen Later Oct 17, 2013 4:13


explain estate planning domicile property owners situs
15-4 Describe the advantages and disadvantages of different forms of marital bequests, and explain the factors that should be considered in deciding to what extent the marital deduction should be used.

Play Episode Listen Later Apr 11, 2012 9:35


explain deciding factors describe marital disadvantages extent deduction different forms bequests
17-2 Explain how states group beneficiaries who are entitled to receive estate assets into classes.

Play Episode Listen Later Apr 11, 2012 3:54


states receive explain estate classes assets entitled beneficiaries
8-1 Explain what a will is.

Play Episode Listen Later Dec 29, 2011 4:10


explain
8-2 Describe the advantages of a will, and explain the requirements for a valid will.

Play Episode Listen Later Dec 29, 2011 3:12


explain requirements advantages describe valid
8-3 Describe the two common modes of distribution under wills, and explain what types of provisions are found in wills.

Play Episode Listen Later Dec 29, 2011 2:32


types explain distribution describe wills provisions modes
23-1 Describe the methods used for postmortem estate planning.

Play Episode Listen Later Dec 29, 2011 4:15


methods describe estate planning post mortem
23-3 Identify the documents used for health care planning.

Play Episode Listen Later Dec 29, 2011 5:47


healthcare identify documents care planning
23-4 Explain how estate planning can be tailored to meet the special needs of elderly and incapacitated individuals.

Play Episode Listen Later Dec 29, 2011 6:04


explain individuals elderly special needs estate planning tailored
23-5 Describe some of the basic issues that pertain to estate planning for married couples and single individuals.

Play Episode Listen Later Dec 29, 2011 4:10


single basic individuals describe estate planning married couples pertain
22-1 Describe the advantages, disadvantages, and tax treatment of installment sales.

Play Episode Listen Later Dec 29, 2011 10:28


sales treatments describe disadvantages installment
22-2 Explain what private annuities are and their tax treatment.

Play Episode Listen Later Dec 29, 2011 5:01


treatments private explain annuity
22-3 Describe the gift and estate tax treatment of grantor-retained annuity trusts and grantor-retained unitrusts.

Play Episode Listen Later Dec 29, 2011 6:07


treatments describe trusts annuity estate tax retained grantor
22-5 Describe the basic concept of family limited partnerships and limited liability companies.

Play Episode Listen Later Dec 29, 2011 3:04


family partnership companies basic concept limited describe liability
22-7 Identify basic types of life insurance products.

Play Episode Listen Later Dec 29, 2011 5:15


types products identify basic life insurance

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