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
- 01
Start with every document in a complete plan
- 02
Fund a revocable trust so it actually avoids probate
- 03
Understand estate, gift, and generation-skipping taxes
- 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
Pre-orderUnderstand every document in a complete estate plan, what each one does, and what happens to your family and money if you have none.
Course still in development. Published files are available after payment confirmation and access setup; remaining materials are added when ready. No release date is confirmed.
- 3.2
The Revocable Living Trust: Avoiding Probate and Funding the Trust
Pre-orderKnow 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.
Course still in development. Published files are available after payment confirmation and access setup; remaining materials are added when ready. No release date is confirmed.
- 3.3
Estate, Gift, and Generation-Skipping Taxes Explained
Pre-orderKnow 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.
Course still in development. Published files are available after payment confirmation and access setup; remaining materials are added when ready. No release date is confirmed.
- 3.4
Inheriting Assets: Step-Up in Basis, Retirement Accounts, and What Heirs Actually Pay
Pre-orderUnderstand 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.
Course still in development. Published files are available after payment confirmation and access setup; remaining materials are added when ready. No release date is confirmed.
- 3.5
Trusts for Children and Heirs: Protecting an Inheritance and Paying Trust Taxes
Pre-orderDesign trusts that protect an inheritance from immaturity, divorce, and creditors, and understand how trust income is taxed so you do not overpay.
Course still in development. Published files are available after payment confirmation and access setup; remaining materials are added when ready. No release date is confirmed.
- 3.6
Advanced Estate Tax Reduction: SLATs, GRATs, IDGTs, and Dynasty Trusts
Pre-orderSee how the big estate tax reduction tools actually work, with real numbers, so you can decide which ones fit your family.
Course still in development. Published files are available after payment confirmation and access setup; remaining materials are added when ready. No release date is confirmed.
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.
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.