Self-Study Continuing Education Courses
for Financial Professionals

Estate Tax Planning View Table of Contents [ Print This Page ] Credits: CFP®: 3 Licenses: CFP PACE Another title in our Advisor's Short Course® series. This course was updated on 2/5/2008. What's Covered This course examines the various aspects of planning for the estate tax liability. The text serves as an introduction to the issues of estate settlement and includes a discussion of the probate estate and the federal gross estate. The roles of the executor and administrator are also explained. The student is taken through the steps of a federal estate tax calculation, beginning with a discussion of the components of the federal gross estate and continuing with an explanation of adjusted gross estate, taxable estate, tentative tax base, tentative tax, and tax payable before credits. The various credits and deductions are examined—including the marital deduction, unified tax credit, state death tax credit, credit for foreign death taxes and credit for tax on prior transfers—and their place in the federal estate tax calculation is explained. The role of trusts in estate tax minimization is considered, and an explanation of the common trusts employed in estate tax planning is given. The uses of credit shelter trusts, QTIP trusts, and irrevocable life insurance trusts are demonstrated. State death taxes are considered, and inheritance taxes are compared to estate taxes with respect to the party liable for payment and the role of decedent/beneficiary relationships in inheritance taxation. Finally, the sources of estate tax payment are examined and compared. Beacon Hill e-Exam This course comes with our e-Exam electronic exam answer sheet. You complete your exam on your computer using an electronic PDF form and, with the click of a button, Email it in for grading and, in under thirty minutes, you will receive an Emailed response with your certificate attached. The e-Exam electronic PDF form is included with the course file  on the downloadable PDF version of the course. You don't need to log-on to our Website – the form is attached directly to the course. ( If you prefer, you can print a blank answer sheet, completeCourse Information  Author Paul Winn, CLU, ChFC What's Included Course text (61pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board. Additional CE credit Information CFP® and PACE credit available in all states. Field(s) of Study: Estate Planning, Taxation (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation). Program delivery method: Self-study–print or download. How to Order Order online or by phone (800-588-7039) To order online: Enter quantity below Select purchase option (Print or Download Version) Click "Add to Cart" Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Print Price:  $59.00 Download Price:  $49.00 Quantity  Purchase Option:  Print Version Download Version