Various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property, are discussed. Particular emphasis is given to a basic understanding of the estate and gift tax system, including the strategies used in estate planning. Topics include gratuitous transfers of property outright or with trusts, wills, and powers of appointment; use of the marital deduction; the valuation of assets; and buy-sell agreements. In addition, the client interview, fact-finding, ethical standards, and the development of appropriate personal estate plans are discussed.
Our Self-Study Bundle provides several study materials to help you earn your designation! You will receive:
These flashcards provide a condensation of the most important key terms and concepts of the course, and are highly effective for the final study process. They are extremely easy to use, as it can be used on your computer or laptop
- Study Guide
This book provides explanations for educational objectives, definitions of key words and phrases, and answers and rationale to review and application questions.
- Practice Exam CD
Our Practice Exam CD gives you the experience of testing on computer - just like the national exam. You can decide to test open book (when answers are shown), closed book, or random questions from all or specific chapters. You can even created timed exams!
Note: This course is required for the CFP®, ChFC, and CLU designation programs. It may be taken independently for professional development or in conjunction with other courses to earn the CFP, ChFC, or CLU designations. Click on any of the hyperlinked designations for a full description of that designation program.