Certified Estate Planner™ Course (A Brief Outline):
Introduction to Estate Planning: Defining Estate Planning Financial Professionals and the Unauthorized Practice of Law Client Concerns Estate Planning and the Transfer of Wealth Taxes
Getting Started: The Essential Estate Planning Documents Planning for Death Advance Medical Directives Planning for Incapacity How are These Documents Managed by the Estate Planning Team?
The Paths Your Client Can Take From Here: Where Do We Go From Here? Which Path is Best? Sixteen Considerations of Will Centered vs. Trust Centered Estate Planning
Understanding Wills: Valid Will Types of Wills Amending and/or Revoking a Will Duties of an Executor
Understanding Trusts: Living Trusts vs. Testamentary Trusts Revocable Trusts vs. Irrevocable Trusts The Revocable Living Trust Types of Revocable Living Trusts Estate Taxes and the Revocable Living Trust Key Estate Tax Rules The Trustee
Essential Elements and Special Provisions in Wills and Trusts: The Essential Elements of a Will and a Living Trust Special Will and Trust Provisions for Special Situations
Funding the Trust and Following Up: Funding the Revocable Living Trust Titling the Trust Assets that Require Special Attention Funding the Trust and Qualified Retirement Plans Q&A on Living with a Will and a Revocable Living Trust
Protecting Wealth and Providing a Legacy: Insurance and Estate Planning Estate Planning and Asset Protection Other Trusts
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