CFP® Continuing Education

This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer.

The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of post-mortem tax planning.

LEARNING OBJECTIVES:

• Outlines the need for and the elements of the estate planning process.
• Establishes estate planning strategies.
• Overview of the Federal Gift tax system.
• Introduces gross estate and valuation techniques.
• Explains the purpose and function of the Federal Estate Tax.
• Explain the purpose and function of trusts.
• Outlines marital deduction planning.
• Outlines charitable deduction planning.
• Addresses estate planning issues for business owners.
• Outlines post-mortem estate planning.

TOPICS COVERED:

• Introduction
• LESSON 1: The Estate Planning Process And Documents Of Transfer
• LESSON 2 : Unified Transfer Tax System And Generation Skipping Transfer Tax (GSTT)
• LESSON 3: Gifts And Federal Gift Taxation
• LESSON 4: The Gross Estate And Valuation Techniques
• LESSON 5: Calculation Of Federal Estate Tax Liability
• LESSON 6: Trusts
• LESSON 7: Marital Deduction Planning
• LESSON 8: Charitable Deduction Planning
• LESSON 9: Intra-Family Business And Property Transfers
• LESSON 10 Tax Planning for Estates of Varying Sizes
• LESSON 11: Post-Mortem Estate Planning
• LESSON 12: Conclusion

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 5 hours.

TESTING:

Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

This course is created and brought to you by 360Training, a leading provider of accredited e-learning courses to working professionals through today’s leading schools, associations and corporations. 360Training’s high quality e-learning courses assist thousands of working professionals each month in a wide range of disciplines to succeed in today’s marketplace, renew licenses, acquire certification or prepare for a new profession.

This course was created by the instructional design staff of 360Training in connection with field professionals that bring many years of experience in adult educational theory and distance learning technology to make the process of certification, compliance and training as convenient, engaging, and cost-effective as possible.

If you have any requests for technical or instructional support, please contact the 360Training Support Department located in the HELP section of your account profile. Technical support inquiries are handled immediately and instructional support questions are returned within 24 business hours with answers provided by a qualified professional in your field through our network of subject matter experts.