What does the Estate Planning and Trust Administration course cover?
Estate Planning and Trust Administration is covered here in 12 modules: Introduction to Estate Planning: Understanding the estate planning process, Wills and Trusts: Creating and managing trusts, Trust administration and management, Estate Taxation: Estate tax planning strategies, Gift tax planning and implications and 9 more.
How do you approach Estate Planning and Trust Administration step by step?
The work is sequenced in 12 stages. It starts with Introduction to Estate Planning: Understanding the estate planning process, moves through Wills and Trusts: Creating and managing trusts, Trust administration and management and Estate Taxation: Estate tax planning strategies, Gift tax planning and implications, and ends at Estate Planning and Tax Reform: Estate planning for tax-exempt organizations.
What is in Module 1 of the Estate Planning and Trust Administration course?
Module 1 is Introduction to Estate Planning: Understanding the estate planning process. It works through defining estate planning and its importance, understanding the estate planning process, identifying estate planning goals and objectives and 1 more. It sets the vocabulary the remaining 11 modules build on.
How is the Estate Planning and Trust Administration course delivered?
The Estate Planning and Trust Administration course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.
How much does the Estate Planning and Trust Administration course cost?
The Estate Planning and Trust Administration course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
Closely related courses: Estate Planning and Inheritance Management, Estate Planning and Inheritance Law, Digital Estate Planning and Wealth Management.
More answers: what you get with every course, refund policy, all help answers.
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: Understanding the estate planning process
- 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: Creating and managing trusts, Trust administration and management
- 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: Estate tax planning strategies, Gift tax planning and implications
- 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: Estate administration and management
- 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 and management, Trust accounting and reporting
- 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: Charitable giving and estate planning
- 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: Medicaid planning and estate 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: Estate planning for family businesses
- 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: Using foreign trusts in 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: Managing digital assets and estate planning
- 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: Estate planning for tax-exempt organizations
- 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