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DePaul University

Estate Planning — Financial Planning Certificate Program (Module 5)

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About the course

Estate Planning provides an introduction to estate planning challenges, techniques and taxation. You’ll learn about wills, intestacy and tax consequences of estate planning techniques.

Topics

  • Methods of property transfer at death
  • Estate planning documents
  • Gifting strategies
  • Gift taxation and compliance
  • Incapacity planning
  • Estate tax calculation and compliance
  • Satisfying liquidity needs
  • Powers of appointment
  • Types, features and taxation of trusts
  • Qualified interest trusts
  • Charitable giving
  • Use of life insurance in estate planning
  • Valuation issues
  • Marital deduction
  • Deferral and minimization of estate taxes
  • Intra-family and other business transfer techniques
  • Disposition of estate
  • Generation-Skipping Transfer Tax (GSTT)
  • Fiduciary responsibilities
  • Income in Respect of a Decedent (IRD)

Online

Topics

  • Property ownership/estate planning process and goals
  • Methods of estate transfer at death
  • Federal estate tax
  • Federal gift tax
  • Estate planning issues related to generation-skipping transfer tax and income tax
  • Methods of estate transfer during life
  • Liquidity planning and postmortem actions
  • Estate planning for special situations:

    • Incapacity
    • Family arrangements
    • Selecting fiduciaries

Who should attend

The Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.

Trust the experts

Carla Gordon

In her thirty-plus year career as a financial educator, Carla Gordon, CFP®, MSFS has enabled thousands of candidates to pass rigorous licensing and designation examinations including the Certified Financial Planner (CFP® ) Examination. As an exam instructor, Carla is known for her ability to simp...

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