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Certified Estate Planner™ Course Outline
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Module #1 - Introduction to Estate Planning • Square One • Defining Estate Planning • Financial Professionals and the Unauthorized Practice of Law • Client Concerns • Estate Planning and the Transfer of Wealth • Taxes Module #2 - Getting Started: The Essential Estate Planning Documents • Getting Started • The Essential Estate Planning Documents • Planning for Death • Advance Medical Directives • Planning for Incapacity • How are These Documents Managed by the Estate Planning Team? Module #3 - The Paths Your Client Can Take from Here • Where Do We Go From Here? • Which Path is Best? • Sixteen Considerations of Will Centered Estate Planning vs. Trust Centered Estate Planning Module #4 – Understanding Wills • Valid Wills • Types of Wills • Amending and/or Revoking a Will • Duties of an Executor |
Module #5 - Understanding Trusts • Living Trusts vs. Testamentary Trusts • Revocable Trusts vs. Irrevocable Trusts • The Revocable Living Trust • Types of Revocable Living Trusts • Estate Taxes and the Revocable Living Trust • Key Estate Tax Rules • The Trustee Module #6 – Essential Elements and Special Provisions in Wills and Trusts • The Essential Elements of a Will and a Living Trust • Special Will and Trust Provisions for Special Situations Module #7 - Funding the Trust and Following Up • Funding the Revocable Living Trust • Titling the Trust • Assets that Require Special Attention • Funding the Trust and Qualified Retirement Plans • Q & A on Living with a Will and a Revocable Living Trust Module #8 – Protecting Wealth and Providing a Legacy • Insurance and Estate Planning • Estate Planning and Asset Protection • Other Trusts |
| 2009 Copyright (c) National Institute of Certified Estate Planners |
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NICEP
is proud to be one of the leading
educational and support systems for estate planning professionals nationwide.
Our professional designations
CEP®
& MCEP®
are educational credentials that are
widely recognized by broker/dealers,
insurance companies, and many other national and regional estate planning organizations.
