Estate Planning Case Study
Estate Planning Case Study provides an opportunity to apply concepts learned in earlier estate planning courses to real-world client situations.
| Price | $215 Nonmembers / $160 Members |
| Course Credits | AIB: 0 ; ICB: 2.5 (CTFA/PFI) ; CFP: 1.0 |
| Prerequisites | Estate Planning Course Series* |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
*This case study activity is appropriate for trust officers who have expanded their skills in estate planning by completing all of the following courses in the Estate Planning series.
- Estate Planning Overview
- Estate Planning for Marital Deductions
- Estate Planning for Lifetime Gifts
- Estate Planning for Charitable Giving
- Estate Planning for the Business Owner
Learning Objectives
After completing this course, students will gain experience in:
- Identifying planning opportunities that meet clients' needs
- Determining the tax effect of a client's estate plan and possible transactions
- Designing strategies to minimize a client's estate taxes
- Crafting solutions to client needs that will bring new business opportunities
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.