This course provides an in-depth introduction to United States (US) estate planning, covering essential documents, processes, and the foundations of a basic estate plan. Students will explore key concepts in gift and estate tax, including compliance requirements, as well as the probate process and asset titling.
US Estate Taxation and Policies
US Estate Taxation and Policies
This course is part of Everyday Tax Concepts: US Individual, Corporate & Estate Tax Specialization
Instructor: Cody Warren, CFP®, CPA
Access provided by EY
Gain insight into a topic and learn the fundamentals.
Beginner level
Recommended experience
1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
What you'll learn
Understand core estate planning concepts, including probate, asset titling, and compliance with US estate tax rules.
Apply strategies using trusts, charitable giving, and the unlimited marital deduction to manage estate taxes.
Evaluate estate planning tools like life insurance and generation-skipping transfers to preserve wealth.
Details to know
Shareable certificate
Add to your LinkedIn profile
Assessments
14 assignments
Taught in English
Recently updated!
May 2026
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
This course is part of the Everyday Tax Concepts: US Individual, Corporate & Estate Tax Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
There are 7 modules in this course
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
Instructor
Offered by
Why people choose Coursera for their career
Felipe M.
Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
Jennifer J.
Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
Explore more from Business
Minnesota State University, Mankato
Minnesota State University, Mankato