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HS 334: Estate Planning Applications

Resource Material: ID# 1000968
About This Course:
A higher-level Estate Planning course (should be preceded by completion of 330) that provides an in-depth view of the concepts of effective estate planning and wealth transfer.

This concise and focused study guide covers:

  • Executive summaries of the text
    • How to Forecast Estate Settlement Costs
    • The Uses of Life Insurance in Estate Planning
    • Irrevocable Life Insurance Trusts (ILITs)
    • Valuation Principles Used in Estate Planning
    • Estate Tax Reduction Techniques: Gifts to Family Members and Trusts
    • Estate Reduction Techniques: Estate Freezes for Family Businesses
    • The Basics of Charitable Giving
    • Planning Techniques for Charitable Giving
    • Estate Planning for Married Individuals
    • Taxation of Trusts
    • The Estate Planning Implications of Employee Benefits
    • The Written Estate Plan
  • You will also receive a Bonus Book containing:
    • Definitions of Key Words and other relevant definitions
    • Sample Diagnostic Exam
    • Answers to Sample Exam (with explanations!)

Our materials summarize and outline the fundamental concepts of the program, and provide you with to-the-point, time-saving executive summaries to maximize your learning, retention, and pass rates.

In fact, surveys from our customers demonstrate the exceptional value of our program. Specifically, candidates report that:

  • Our Course Guides covered virtually everything on their exams
  • They spent significantly less time preparing for their exams
  • They attained much higher pass rates - 95.8% - compared to other preparation methods!

Testimonials

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- Charles Boornazian

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Note: This course is an elective for the CLU and ChFC Programs. It may be taken independently for professional development or in conjunction with other courses to earn the CLU or ChFC designations. Click on either of these hyperlinked items for a full description of that designation.
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HS 334: Estate Planning Applications
Price: $295.00
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