HS 330 Audio: Fundamentals of Estate Planning episodes:

• November 01, 201310-5 Describe how real property is valued, and explain the special-use method of valuation.

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• November 01, 201312-4 Describe the federal estate tax treatment of dower or curtesy interests.

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• November 01, 201310-7 Identify the general methods used to value closely held businesses.

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• November 01, 201312-2 Distinguish between the federal estate tax and other death taxes.

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• November 01, 20138-10 Explain how property can be transferred at death by operation of law.

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• November 01, 20136-2 Explain what constitutes a gift, and identify the types of gifts.

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• November 01, 20137-2 Describe several tax-related advantages of making lifetime gifts.

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• November 01, 20138-4 Describe the types of wills.

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• November 01, 20133-3 Explain why the situs of property and the domicile of a property owner are important in estate planning.

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• November 01, 20138-8 Describe the use of testamentary trusts and pour-over trusts in wills.

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