Estate Planning


Course Description

There is a widespread misconception that "estate planning" is of importance only to the wealthy. The truth of the matter is every person (young or old) who has family or owns property needs an estate plan. Estate planning is more than making a plan in advance and naming a beneficiary to receive assets. A proper estate plan provides peace of mind and allows individuals to reach their desired economic, legal, and personal objectives.

This course provides a comprehensive understanding of the estate planning process and includes the following sections:

Section I: The Basics of Estate Planning
Section II: Estate Taxation and Analysis
Section III: Trust Planning
Section IV: Advanced Estate Planning Strategies


Learning Objectives

Upon completion of this course, you will be able to:

  • Assist with the preparation of a valid will
  • Describe the rules of ownership and transfer of property
  • Articulate the importance of planning for incapacitation
  • Calculate estate and gift taxes on both the federal and state levels
  • Understand the regulations regarding existing life insurance policies
  • Apply appropriate trust strategies using life insurance
  • Assist in the implementation of family limited partnerships
  • Understand asset sales and protection planning
  • Present estate planning strategies for non-U.S. citizens
  • Outline the benefits and rules of charitable giving
Price:  $29.95
Updated:  February 2020
CFP Credit
Credit Hours: 10
Credit Type: Estate Planning
Provider: Broker Educational Sales & Training, Inc.
Provider #: 2155
Study Level: Advanced
Exam Details
Monitored: No
Questions: 100
Passing Score: 70%
Retakes: Unlimited