Advanced Estate Planning Strategies

Overview

This CPE course can be purchased individually or as part of the Estate Planning Certificate Program.

Advanced estate planning strategies employ the use of family entities, including family limited partnerships, family limited liability corporations, and family offices. To be effective in advanced estate planning, you must have an awareness and knowledge of these strategies, as well as the accompanying law and regulations.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers advanced estate planning strategies and the various types of generational skipping transfers, so you can provide reasoned recommendations to your clients.

Enhanced On-Demand Format

This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

Highlights

Key Topics

• Advanced estate planning strategies
• Generation-skipping transfer tax

Prerequisites

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

Objectives

Learning Outcomes

• Recall the benefits of family entities.
• Identify the party that receives asset protection through a family limited partnership. Identify the basis for a remainder beneficiary of a GRAT.
• Recall the technique used by a senior generation of a family to gift property to a younger generation.
• Recognize the effect a term of years has on the valuation of a taxable gift to a QPRT.
• Distinguish among the various types of generation skipping taxable transfers. Calculate the inclusion ratio for a generation-skipping transfer.