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

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.