Estate Planning Learning
Available for 1 year after purchase date
**OnDemand**
10.5 Credits
Member Price $280.00
Non-Member Price $335.00
Overview
The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning.
Highlights
Key Topics
- Estate planning process
- Trusts and estate planning documents
- Basic estate and gifting strategies
- Advanced estate planning strategies
- Closely held business estate planning
- Incapacity and postmortem estate planning
- Integrating estate planning with the tax and financial plan
- Charitable planning
Prerequisites
Basic knowledge of the areas of personal financial planning (PFP)
Designed For
Who Will Benefit
- Financial Planners
- CPAs
Objectives
Learning Outcomes
- Determine key elements of transfer rules including the annual exclusion amount and basis step up.
- Identify the common benefits of trusts.
- Determine how trusts assist with business decisions and facilitate charitable intentions.
- Identify key considerations regarding asset transfers to family members
- Determine the potential role of insurance in addressing incapacity risk.
- Identify the ways in which life insurance can be used in estate planning, as well as the impact this will have on tax planning.
- Determine how to integrate estate planning with other areas of personal financial planning.
- Identify rules for limitations on contributions for corporations, trusts, and estates.
Non-Member Price $335.00
Member Price $280.00