Certified Estate and Trust Specialist™ | Curriculum

COURSE LEARNING OUTCOMES

Students will gain estate planning knowledge and an understanding of applying planning principles in their financial advising practice.

1. Property transfers during life and at death
2. Taxation and risks of transfers
3. Trusts and wills—requirements, responsibilities and uses
4. Drafting an estate plan
5. Post-mortem planning

 

SUBJECT HIGHLIGHTS

CORE	ADVANCED	SPECIALTY
Wills and probate	Reducing taxes with trusts	Joint tenancies and transferring property
Living trust features and benefits	Protecting assets from probate	Pay-on-death accounts
Executors and trustees	Disinheritance and divorce	Irrevocable life insurance trusts
Estate and gift taxation	Disclaimers and incapacity	Caring for children and their property
Retirement benefits	What to do if there is no will or trust	Controlling assets and distribution
Life and health insurance	Advising survivors after a death	Making claims
Social security	Final income tax return	Combining trusts
	Bypass trusts and QTIPs	Powers of attorney
	Overview of ongoing trusts	Charitable lead and remainder trusts
	Revocable and irrevocable trusts	Special procedures for small estates
	Special property ownership rules	Wrapping up a living or AB trust
	State exemptions from probate	Body and organ donations
	Generation-skipping trusts	Planning for funerals and services

Subject highlights above are a partial list of topics covered. For a detailed course outline request a catalog here.