Certified Estate Planner Seminar
The AACEP conducts seminars and instructional classes at various locations throughout the United States. These classes normally involve two days of intensive classroom instruction. The AACEP also offers discounts for Employers who desire training for several students at the same time. These classes can be arranged at the Employer’s location. Please contact our National Office for more details.
Upcoming Academy Certified Estate Planner Seminars
St Petersburg FL June 21-22, 2018
$1,495.00
2 day Certified Estate Planner course hosted in St. Petersburg Florida.
Dates June 21-22, 2018
Topic covered include:
Package includes 2 day seminar, all course materials and examination. Travel and lodging are not included.
Dates June 21-22, 2018
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 2 day seminar, all course materials and examination. Travel and lodging are not included.