HS 330 Audio: Fundamentals of Estate Planning episodes:

• December 15, 201116-3 Identify the different basic types of charitable bequests.

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• December 15, 201116-4 Describe the interaction of charitable deductions with powers of appointments, partial interests, and split deductions.

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• December 15, 201116-5 Describe the various forms of charitable remainder and lead trusts and explain their differences.

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• December 15, 201116-6 Describe the basic characteristics of charitable gift annuities, community foundations, donor-advised funds, and private foundations.

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• December 15, 201116-7 Understand the fundamental valuation concepts of charitable transfers.

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• December 15, 201115-4 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.

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• December 15, 201114-1 Describe the deductions allowable from the gross estate.

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• December 15, 201114-2 Explain any decisions that need to be made to minimize taxes.

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• December 15, 201113-1 Describe estate taxation of annuities.

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• December 15, 201113-2 Explain the rules for inclusion of jointly held property in the gross estate.

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