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
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.
