XCPD-024 Estate Planning
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This course covers estate planning and the taxation of estates for the purposes of financial planning. The primary topics covered include tax implications of gifts and bequests, federal estate tax, and revocable and irrevocable trusts, including bypass and marital deduction trusts.
Upon completing this course, successful students will be able to:
- Gain a firm grasp of estate planning concepts.
- Learn more about the tax implications of estate taxes, gift taxes, fiduciary income taxes, and beneficiary income taxes.
- Learn how a decedent’s property is transferred to others within and without the probate process.
Estate Planning — Financial Planning Certificate Program (Module 5)
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.
- 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)
- 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:
- 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.