Skip to main content
Brian T. Boyd logo
Apply
All tracks
Track 03325 minutes6 courses, 0 available now

Estate Planning

Leave a plan that works and heirs who keep what they get

Estate planning is where the attorney credential matters most. This track runs from the documents every adult needs to the tools that move tens of millions out of a taxable estate, and it teaches the returns, elections, and deadlines most people never hear about until they miss one.

Families who want their plan to work and their heirs to keep what they are given.

This track is for you if

  • You have no will or trust, or an old one
  • You have children or grandchildren to protect
  • You expect to inherit, or to leave, significant assets

How the track builds

  1. 01

    Start with every document in a complete plan

  2. 02

    Fund a revocable trust so it actually avoids probate

  3. 03

    Understand estate, gift, and generation-skipping taxes

  4. 04

    Finish with trusts for heirs and the advanced reduction tools

Courses in this track

  • 3.1

    Estate Planning Basics: Wills, Trusts, Powers of Attorney, and What Happens If You Do Nothing

    Coming soon

    Understand every document in a complete estate plan, what each one does, and what happens to your family and money if you have none.

    View the course
  • 3.2

    The Revocable Living Trust: Avoiding Probate and Funding the Trust

    Coming soon

    Know when a revocable trust is worth it, how it works while you are alive and after you die, and how to fund it so it actually avoids probate.

    View the course
  • 3.3

    Estate, Gift, and Generation-Skipping Taxes Explained

    Coming soon

    Know whether your family will ever owe estate tax, how the exemption, annual gifts, and portability work, and how to file the returns that protect the exemption.

    View the course
  • 3.4

    Inheriting Assets: Step-Up in Basis, Retirement Accounts, and What Heirs Actually Pay

    Coming soon

    Understand what your heirs will owe on each asset you leave, and arrange assets so the tax-free step-up lands where it does the most good.

    View the course
  • 3.5

    Trusts for Children and Heirs: Protecting an Inheritance and Paying Trust Taxes

    Coming soon

    Design trusts that protect an inheritance from immaturity, divorce, and creditors, and understand how trust income is taxed so you do not overpay.

    View the course
  • 3.6

    Advanced Estate Tax Reduction: SLATs, GRATs, IDGTs, and Dynasty Trusts

    Coming soon

    See how the big estate tax reduction tools actually work, with real numbers, so you can decide which ones fit your family.

    View the course

What every course includes

  • A narrated lesson of 45 to 60 minutes, produced as audio
  • A designed slide deck you download and keep
  • A computational workbook that runs the actual legal tests
  • A toolkit of checklists and protocols
  • A legal authority appendix carrying the two-pass vetting protocol

Want this applied to your facts?

The curriculum teaches the framework. If you would rather have it run against your own returns and structure, that is the paid consult track.

Work with Brian Browse all tracks

Educational material from the private client curriculum of Brian T. Boyd. This is legal education for a general audience, not legal advice, and no attorney-client relationship is created by purchasing, viewing, or using it. Tax outcomes depend on your facts and your state.