Mastering Estate Planning and Trust Administration: A Comprehensive Guide to Managing Inheritance and Wealth Transfer
Course Overview This comprehensive course provides a detailed understanding of estate planning and trust administration, equipping participants with the knowledge and skills necessary to manage inheritance and wealth transfer effectively. Upon completion, participants will receive a certificate issued by The Art of Service.
Course Features - Interactive and engaging learning experience
- Comprehensive and up-to-date content
- Personalized learning approach
- Practical and real-world applications
- High-quality content developed by expert instructors
- Certificate issued upon completion
- Flexible learning schedule
- User-friendly and mobile-accessible platform
- Community-driven learning environment
- Actionable insights and hands-on projects
- Bite-sized lessons for easy learning
- Lifetime access to course materials
- Gamification and progress tracking features
Course Outline Module 1: Introduction to Estate Planning
- Defining estate planning and its importance
- Understanding the estate planning process
- Identifying estate planning goals and objectives
- Overview of estate planning tools and strategies
Module 2: Wills and Trusts
- Understanding wills and their role in estate planning
- Types of trusts: revocable, irrevocable, and testamentary
- Creating and managing trusts
- Trust administration and management
Module 3: Estate Taxation
- Understanding estate taxes and their implications
- Estate tax planning strategies
- Gift tax planning and implications
- Generation-skipping transfer tax planning
Module 4: Probate and Estate Administration
- Understanding probate and the probate process
- Estate administration and management
- Managing estate assets and liabilities
- Distributing estate assets and closing the estate
Module 5: Trust Administration
- Understanding trust administration and management
- Managing trust assets and liabilities
- Distributing trust assets and income
- Trust accounting and reporting
Module 6: Advanced Estate Planning Strategies
- Using life insurance in estate planning
- Charitable giving and estate planning
- Business succession planning and estate planning
- International estate planning considerations
Module 7: Elder Law and Special Needs Planning
- Understanding elder law and its implications
- Special needs planning and estate planning
- Medicaid planning and estate planning
- Veterans' benefits and estate planning
Module 8: Estate Planning for Business Owners
- Understanding business succession planning and estate planning
- Using buy-sell agreements in estate planning
- Transferring business interests and estate planning
- Estate planning for family businesses
Module 9: International Estate Planning
- Understanding international estate planning considerations
- Using foreign trusts in estate planning
- International estate tax planning and implications
- Managing international estate assets and liabilities
Module 10: Estate Planning for Non-Traditional Families
- Understanding estate planning for non-traditional families
- Estate planning for same-sex couples and unmarried partners
- Estate planning for blended families and step-families
- Estate planning for single parents and unmarried individuals
Module 11: Estate Planning and Technology
- Understanding the impact of technology on estate planning
- Using digital estate planning tools and platforms
- Managing digital assets and estate planning
- Estate planning for cryptocurrency and digital currencies
Module 12: Estate Planning and Tax Reform
- Understanding the impact of tax reform on estate planning
- Estate planning strategies under the Tax Cuts and Jobs Act
- Using tax-deferred exchanges in estate planning
- Estate planning for tax-exempt organizations
Certificate and Continuing Education Upon completion of the course, participants will receive a certificate issued by The Art of Service. The course also qualifies for continuing education credits.
Course Format The course is delivered online, with interactive and engaging lessons, quizzes, and hands-on projects. Participants can access the course materials at any time and from any device.
Target Audience This course is designed for professionals and individuals who want to gain a comprehensive understanding of estate planning and trust administration, including: - Financial advisors and planners
- Attorneys and lawyers
- Accountants and CPAs
- Trust officers and administrators
- Estate planning professionals
- Individuals interested in estate planning and wealth transfer
,
- Interactive and engaging learning experience
- Comprehensive and up-to-date content
- Personalized learning approach
- Practical and real-world applications
- High-quality content developed by expert instructors
- Certificate issued upon completion
- Flexible learning schedule
- User-friendly and mobile-accessible platform
- Community-driven learning environment
- Actionable insights and hands-on projects
- Bite-sized lessons for easy learning
- Lifetime access to course materials
- Gamification and progress tracking features
Course Outline Module 1: Introduction to Estate Planning
- Defining estate planning and its importance
- Understanding the estate planning process
- Identifying estate planning goals and objectives
- Overview of estate planning tools and strategies
Module 2: Wills and Trusts
- Understanding wills and their role in estate planning
- Types of trusts: revocable, irrevocable, and testamentary
- Creating and managing trusts
- Trust administration and management
Module 3: Estate Taxation
- Understanding estate taxes and their implications
- Estate tax planning strategies
- Gift tax planning and implications
- Generation-skipping transfer tax planning
Module 4: Probate and Estate Administration
- Understanding probate and the probate process
- Estate administration and management
- Managing estate assets and liabilities
- Distributing estate assets and closing the estate
Module 5: Trust Administration
- Understanding trust administration and management
- Managing trust assets and liabilities
- Distributing trust assets and income
- Trust accounting and reporting
Module 6: Advanced Estate Planning Strategies
- Using life insurance in estate planning
- Charitable giving and estate planning
- Business succession planning and estate planning
- International estate planning considerations
Module 7: Elder Law and Special Needs Planning
- Understanding elder law and its implications
- Special needs planning and estate planning
- Medicaid planning and estate planning
- Veterans' benefits and estate planning
Module 8: Estate Planning for Business Owners
- Understanding business succession planning and estate planning
- Using buy-sell agreements in estate planning
- Transferring business interests and estate planning
- Estate planning for family businesses
Module 9: International Estate Planning
- Understanding international estate planning considerations
- Using foreign trusts in estate planning
- International estate tax planning and implications
- Managing international estate assets and liabilities
Module 10: Estate Planning for Non-Traditional Families
- Understanding estate planning for non-traditional families
- Estate planning for same-sex couples and unmarried partners
- Estate planning for blended families and step-families
- Estate planning for single parents and unmarried individuals
Module 11: Estate Planning and Technology
- Understanding the impact of technology on estate planning
- Using digital estate planning tools and platforms
- Managing digital assets and estate planning
- Estate planning for cryptocurrency and digital currencies
Module 12: Estate Planning and Tax Reform
- Understanding the impact of tax reform on estate planning
- Estate planning strategies under the Tax Cuts and Jobs Act
- Using tax-deferred exchanges in estate planning
- Estate planning for tax-exempt organizations
Certificate and Continuing Education Upon completion of the course, participants will receive a certificate issued by The Art of Service. The course also qualifies for continuing education credits.
Course Format The course is delivered online, with interactive and engaging lessons, quizzes, and hands-on projects. Participants can access the course materials at any time and from any device.
Target Audience This course is designed for professionals and individuals who want to gain a comprehensive understanding of estate planning and trust administration, including: - Financial advisors and planners
- Attorneys and lawyers
- Accountants and CPAs
- Trust officers and administrators
- Estate planning professionals
- Individuals interested in estate planning and wealth transfer
,
Course Format The course is delivered online, with interactive and engaging lessons, quizzes, and hands-on projects. Participants can access the course materials at any time and from any device.
Target Audience This course is designed for professionals and individuals who want to gain a comprehensive understanding of estate planning and trust administration, including: - Financial advisors and planners
- Attorneys and lawyers
- Accountants and CPAs
- Trust officers and administrators
- Estate planning professionals
- Individuals interested in estate planning and wealth transfer
,
- Financial advisors and planners
- Attorneys and lawyers
- Accountants and CPAs
- Trust officers and administrators
- Estate planning professionals
- Individuals interested in estate planning and wealth transfer