Courses

Estate Planning

This course covers planning and managing federal estate and gift tax planning and opportunities.  The perspectives of a variety of parties are considered including heirs, fiduciaries, estates, trusts, beneficiaries, donors, and donees.  Topics include asset valuation, estate tax deductions, exemptions and credits.  Significant time is given to the transfer of amount at death and the dispositive tools available to clients.

Refer to the more detailed topic list in CFP Board’s Guide to CFP® Certification.
Topic 68: Characteristics and Consequences of Property Titling
Topic 69:  Methods of Property Transfer at Depth
Topic 70:  Estate Planning Documents
Topic 71:  Gifting Strategies
Topic 72:  Gift Tax Compliance and Tax Calculation
Topic 73:  Incapacity Planning
Topic 74:  Estate Tax Compliance and Tax Calculation
Topic 75:  Sources for Estate Liquidity
Topic 76:  Powers of Appointment
Topic 77:  Types, Features, and Taxation of Trusts
Topic 78:  Qualified Interest Trusts
Topic 79:  Charitable Transfers
Topic 80:  Use of Life Insurance in Estate Planning
Topic 81:  Valuation Issues
Topic 82:  Marital Deduction
Topic 83:  Deferral and Minimization of Estate Taxes
Topic 84:  Intra-Family and Other Business Transfer Techniques
Topic 85:  Generation-Skipping Transfer Tax (GSTT)
Topic 86:  Fiduciaries
Topic 87:  Income in Respect of a Descendant (IRD)
Topic 88:  Postmortem Estate Planning Techniques
Topic 89:  Estate Planning for Non-Traditional Relationships