Advanced Certificate Estate Planning Fundamentals
-- ViewingNowThe Advanced Certificate in Estate Planning Fundamentals is a comprehensive course that equips learners with critical skills in estate planning. This course is essential in an industry where the need for expert estate planners is high.
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GBP £ 140
GBP £ 202
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โข Introduction to Estate Planning • Understanding the importance of estate planning, including the creation of wills, trusts, and powers of attorney • Overview of relevant laws and regulations
โข Wills • Types of wills, the importance of having a valid will, and the process of creating and updating a will • Discussion of challenges and common mistakes in will creation
โข Trusts • Overview of different types of trusts and their purposes • Advantages and disadvantages of using trusts in estate planning
โข Powers of Attorney • Explanation of powers of attorney and their role in estate planning • Discussion of financial and health care powers of attorney
โข Estate Tax • Overview of estate tax rules and regulations • Strategies for minimizing estate tax liability
โข Estate Planning for Blended Families • Examination of estate planning considerations specific to blended families • Discussion of potential challenges and solutions
โข Special Needs Planning • Overview of special needs trusts and their role in supporting individuals with special needs • Discussion of government benefits and eligibility considerations
โข Business Succession Planning • Examination of estate planning considerations specific to business owners • Discussion of strategies for transferring ownership and minimizing taxes
โข Digital Assets in Estate Planning • Discussion of the importance of including digital assets in estate planning • Overview of best practices for managing and protecting digital assets
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