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Courses/Tax/Estate Taxation *

2026 Estate Taxes Part 1

Protect your legacy and minimize tax burdens with expert planning tools and IRS-compliant strategies.

Created byLambers Inc.
BeginnerUpdated Jul 15, 2026
2026 Estate Taxes Part 1

What You'll Learn

check_circleAnalyze the components of a gross estate and the requirements for filing federal estate tax returns.
check_circleEvaluate the benefits and drawbacks of various trust structures, including revocable, irrevocable, and marital deduction trusts.
check_circleApply strategies for probate avoidance and efficient business succession planning.
check_circleCalculate gift tax exclusions and understand the impact of lifetime gifting on estate tax thresholds.
check_circleCoordinate the roles of attorneys, accountants, and financial planners in executing a comprehensive estate plan.

About This Course

This course will discuss estate planning and estate taxes and the tools that are available for estate planning and will define the benefits of using each tool.

At the end of this course, students will be able to:

  • Describe estate taxes and the purpose of estate taxes according to the Internal Revenue Code (IRC)
  • Identify the various types of trusts that can be used for estate planning
  • Recognize what is included in the gross estate of a decedent

Your Instructors

Lambers Inc.
Lambers Inc.
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star5,394 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Andrew Clark
Andrew Clark

EA

Andrew is an Enrolled Agent and the President of both Andrew Clark Enterprises and Tax CE Publishing. Andrew has been involved in the CPE market since 2010. In addition to writing CPE programs, Andrew provides tax consulting and tax preparation services to clients in the Sacramento region. Andrew is also an entrepreneur and enjoys consulting with other entrepreneurs helping them to achieve success. Andrew enjoys both reading about taxation topics and creating easy-to-understand programs revolving around these complex concepts. He is also an in-demand lecturer due to his thorough understanding of the tax code and tax code changes.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.