Professional Certificate in Estate Planning: Future-Ready
-- ViewingNowThe Professional Certificate in Estate Planning: Future-Ready is a comprehensive course designed to equip learners with critical skills for career advancement in estate planning. This program emphasizes the importance of holistic estate planning, including legal, financial, and personal considerations, to provide a future-ready approach for clients.
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โข Introduction to Estate Planning — Understanding the fundamentals of estate planning, including the importance of having a plan in place, key terms and concepts, and the role of professionals in the estate planning process.
โข Wills & Trusts — Learning about the different types of wills and trusts, how they are used in estate planning, and the legal requirements for creating them.
โข Estate and Gift Taxation — Understanding the tax implications of estate planning, including the federal estate tax, the gift tax, and the generation-skipping transfer tax.
โข Asset Protection — Exploring strategies for protecting assets from creditors, lawsuits, and other potential threats, including the use of trusts, business entities, and insurance.
โข Estate Planning for Digital Assets — Examining the unique challenges posed by digital assets, such as email accounts, social media profiles, and cryptocurrency, and how to include them in an estate plan.
โข Special Needs Planning — Learning about the special considerations involved in estate planning for individuals with special needs, including the use of special needs trusts and government benefits.
โข Estate Planning for Business Owners — Understanding the unique challenges faced by business owners when it comes to estate planning, including succession planning, buy-sell agreements, and valuation.
โข International Estate Planning — Exploring the complexities of estate planning for individuals with assets or beneficiaries in multiple countries, including issues related to taxation, situs, and conflict of laws.
โข Ethics in Estate Planning — Examining the ethical considerations involved in estate planning, including confidentiality, conflicts of interest, and the duty to inform and advise clients.
Note: The above list of units is not exhaustive and may vary depending on the specific requirements of the professional certificate program.
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