Certified Estate Planner Seminars and Classes
Online C0urses
Certified Estate Planner Online Course
Certified Estate Planner course.
Topic covered include:
Package includes all training materials, unlimited email support, and exam.
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.
Academy Certified Estate Planner for Attorneys & CFP's
Licensed Attorneys or CPA’s who have actively practiced in the areas of Estate Planning for ten years or more and Certified Financial Planners who successfully passed the CFB Board course and examinations are eligible to become Academy Certified Estate Planners by taking the AACEP examination.