This course will provide students with an understanding of the basic concepts and constraints of estate and gift tax planning as the primary method of orderly and intentional wealth transfer. They will learn the major strategies employed by practitioners when developing estate plans.
Objectives: Upon completion, students will be able to:
- Demonstrate a working knowledge of wills, trusts, and estates
- Demonstrate a working knowledge of the concepts of risk management, insurance, portfolio management, retirement planning, and taxation and how they are synthesized in the estate and gift tax planning process
- Analyze and evaluate a client’s financial and non-financial status and goals in order to develop, communicate, and implement the most advantageous estate and gift tax plan
Applies Towards the Following Certificates
- Certified Financial Planner™ (CFP®) Certification Education Program : Certified Financial Planner™ (CFP®)