On-Demand

10.5 CPE

Estate Planning Certificate (On-Demand) 2024

On-Demand
10.5 CPE

Comprehensive estate planning knowledge

Enhancing your knowledge of estate planning will allow you to help your clients plan for their futures, including unforeseen events. You’ll gain a thorough understanding of estate planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge.

Steps in the estate planning life cycle

You’ll explore topics that address the various steps in the estate planning life cycle. Topics covered include:

  • Gifting strategies
  • Charitable planning
  • Integrating estate plans with tax and financial plan

Learning Objectives

  • Determine key elements of transfer rules including the annual exclusion amount and basis step up.
  • Identify the common benefits of trusts.
  • Determine how trusts assist with business decisions and facilitate charitable intentions.
  • Identify key considerations regarding asset transfers to family members
  • Determine the potential role of insurance in addressing incapacity risk.
  • Identify the ways in which life insurance can be used in estate planning, as well as the impact this will have on tax planning.
  • Determine how to integrate estate planning with other areas of personal financial planning.
  • Identify rules for limitations on contributions for corporations, trusts, and estates.

Major Topics

  • Estate planning process
  • Trusts and estate planning documents
  • Basic estate and gifting strategies
  • Advanced estate planning strategies
  • Closely held business estate planning
  • Incapacity and postmortem estate planning
  • Integrating estate planning with the tax and financial plan
  • Charitable planning

CPE Credits Available

10.5 CPE
10.5
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Personal Financial Planning

Prerequisites

Basic knowledge of the areas of personal financial planning (PFP)

Intended Audience

  • CPAs
  • Financial Planners

Provider

AICPA - Durham

This can not be purchased at this time.