BAF-CFE8006 - CFP - Estate Planning

Course Description

Understand the various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property. You will learn to strategize and develop a personalized estate plan to include trusts, wills, valuation of assets and buy-sell agreements.

Course Outline

1. Estate Planning: An Overview, 2. Ethics for the Estate Planner, 3. Ownership of Property, 4. Community Property, 5. Trusts, Trustees, and Other Fiduciaries, and Powers of Appointment, 6. Lifetime Transfers by Gift—An Overview, 7. Federal Gift Taxation, 8. Transfers at Death, 9. Administration of the Estate, 10. Valuation of Assets for Federal Estate and Gift Tax Purposes.

Learner Outcomes

Upon completion, students will be able to advise clients regarding federal estate and gift taxation, as well as specific exclusion and valuation techniques that reduce the size of the gross estate.

Notes

Method of Instruction: Lecture

Evaluation: Final Examination - There will be a final exam at the conclusion of each module. A minimum grade of 75% must be earned on all exams that are administered as part of the program. Students scoring 60% or higher on a final exam will be allowed one opportunity to retake the exam in an attempt to achieve a passing grade for that course module. Students who score below 60% on a final exam are required to retake the module the next time it is offered.