The Estate Planning course addresses what occurs once the wealth accumulation process is complete; distributing excess wealth is a primary goal for many financial planning clients. The Estate course presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.
- Online Course and Practice Activities
- OnDemand Class & Instructor Email Access
- Qbank and Core Lecture Video Access
- Estate Planning E-book
- Price: $749 with optional textbook add-on: $40 (plus shipping)
There are 7 courses within the program. You are responsible for contacting your program administer prior to each course. Online assets will be assigned upon enrollment of each course.
- Dates Online Self-Paced
- Duration 90 days