CFP Estate Planning Class Preparation Materials

Publisher Powerpoint Slides:


Concept Reviews (Study Guides for Exams):


Class Lectures for Review - RWU Spring 2010

         Overview of Gift and Estate Tax
         
             Copyright (c) Thomas P. Langdon.  All Rights Reserved.
            You are granted a license to use these recordings solely
             for your study of this course.  These recordings may not
             be distributed, copied, or broadcast without express
              written permission.

Estate Planning Slide Show Lectures:

The following include powerpoint presentations with lectures on
the noted topics.  They are in MP4 format, but the lectures may
be played on most MP3 players (such as Real Player) as well.  
They were developed for the 4th Edition of the Textbook, and
are a bit dated, but may nevertheless be helpful to you if you are
mindful of recent changes as discussed in class.


  1.  Introduction to Estate Planning (Chapter 1)
  2.  Estate Planning Docs Part 1 (Chapter 2)
  3.  Estate Planning Docs Part 2 (Chapter 2)
  4.  Property Interests (Chapter 3)
  5.  The Probate Process (Chapter 4)
  6.  Gift Tax, Part I (Chapter 5)
  7.  Gift Tax, Part 2 (Chapter 5)
  8.  Gifting Strategies (Chapter 5)
  9.  Estate Tax, Part 1 (Chapter 6)
  10.  Estate Tax, Part II (Chapter 6)
  11.  Estate Tax, Part III (Chapter 6)
  12.  Transfers during Life/Death (Chapter 7)
  13.  Trusts (Chapter 8)
  14.  Charitable Giving (Chapter 9)
  15.  The Unlimited Marital Deduction (Chapter 10)
  16.  Life Insurance in Estate Planning (Chapter 11)
  17.  Special Elections/Post Mortem Planning (Ch. 12)
  18.  Generation Skipping Transfer Tax (Chapter 13)
  19.  Basic Estate Plan (Chapter 14)


Supplemental Materials:


  
        Fiduciary Income Tax Return (Form 1041)
         Fiduciary Income Tax Return Instructions

         Publication 950 - Intro to Estate and Gift Taxes
         Publication 559 - Survivors, Executors, & Administrators
      
        Will, GPOA, Living WIll, HCP Sample (Texas Law)
         Will of Lou Bock (Texas Law)
         Revocable Trust (Texas Law)
Thomas P. Langdon
The Tax Professor's Corner
Text:  Estate Planning for Financial Planners, 5th Ed (2009),
         by Michael A. Dalton & Thomas P. Langdon
                    Available from Money Education


Syllabus:   PFP 5398 Estate Planning - Summer 2009
                (Texas Tech University)