AACEP
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Certified Estate Planner

The Certified Estate Planner Course covers a wide variety of topics relevant to estate planning. It will give you the tools you need to help your clients navigate the often complex issues surrounding aging and estate planning. Topics 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
AACEP uses a variety of materials produced by industry professionals in our estate planner courses to provide the most current information. Included with all courses is a copy of our core testbook, Fundamentals of Estate Planning, published by the American College of Financial Services.

Three Paths to Becoming a Certified Estate Planner

  • Comprehensive Online Course
  • Attend a seminar
  • Academy Certified Estate Planner for Lawyers & CFP's
Students taking an AACEP online course or attending one of our Seminars may qualify for Continuing education units depending on the state wherein the student is licensed.  Please contact the National Office for more details and qualifications.
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