AACEP
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Online Cource

The AACEP offers a comprehensive online course covering the essential fundamentals of Estate Planning. Successfully completing the course allows students the opportunity to be awarded the Certified Estate Planner Designation.  The course materials and all required text are furnished by the AACEP as a part of the cost of the course as well as the  examination and processing of that year's certification.  The AACEP has a qualified instructor on call at the AACEP  National  Office to assist each student in successfully navigating the course.​
Topic covered include:
  • Estate Planning Process
  • Ethics for the Estate Planner
  • Ownership of Property
  • Community Property
  • Overview of Trusts
  • Testamentary Trust
  • Living Trust
  • Charitable Trust
  • Powers of Appointment
  • Lifetime Transfers by Gift- an overview
  • Transfers at Death
  • Administration of an Estate
  • Valuation for Estate Tax purposes
  • Buy-Sell Agreements
  • Federal Estate Tax
  • Marital deduction
  • Charitable Deduction
  • Basis Rules for Property
  • Income Taxation of Estates and Trust
  • Installment Sales, Estate Tax Freeze
  • Family Limited Partnerships and LLC’s
  • Guardianships and POA’S
  • Long Term Care Issues and Insurance
  • Planning for non-traditional couples
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Certified Estate Planner Online Course

Certified Estate Planner course.

Topic covered include:
  • Estate Planning Process
  • Ethics for the Estate Planner
  • Ownership of Property
  • Community Property
  • Overview of Trusts
  • Testamentary Trust
  • Living Trust
  • Charitable Trust
  • Powers of Appointment
  • Lifetime Transfers by Gift- an overview
  • Transfers at Death
  • Administration of an Estate
  • Valuation for Estate Tax purposes
  • Buy-Sell Agreements
  • Federal Estate Tax
  • Marital deduction
  • Charitable Deduction
  • Basis Rules for Property
  • Income Taxation of Estates and Trust
  • Installment Sales, Estate Tax Freeze
  • Family Limited Partnerships and LLC’s
  • Guardianships and POA’S
  • Long Term Care Issues and Insurance
  • Planning for non-traditional couples

Package includes all training materials, unlimited email support, and exam.
Enroll
Copyright 2018 by The American Academy of Certified Estate Planners. 4830 W Kennedy Blvd. Tampa, FL 33609
  • Home
  • About AACEP
    • Standards of Conduct
  • Certification
    • Certified Estate Planner >
      • Seminars
      • Online Course
      • ACEP for CFPs & Attorneys
    • Master Estate Planner
  • Classes
  • Renewal
  • Contact