Executive Development Programme in Ethical Estate Planning
-- ViewingNowThe Executive Development Programme in Ethical Estate Planning is a certificate course designed to empower professionals with the skills needed to thrive in estate planning. This program emphasizes the importance of ethical practices, ensuring learners are equipped to make informed and responsible decisions when managing clients' assets and legacies.
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โข Ethical Considerations in Estate Planning: Understanding the importance of ethical decision-making in estate planning and the consequences of unethical behavior.
โข Legal Framework of Estate Planning: Familiarizing with the legal regulations and requirements for creating a valid estate plan.
โข Wills and Trusts: Designing effective wills and trusts that minimize taxes and distribute assets according to the client's wishes.
โข Estate Planning for Business Owners: Addressing the unique challenges of estate planning for business owners, including succession planning and asset protection.
โข Advanced Estate Planning Techniques: Exploring advanced strategies such as family limited partnerships, grantor retained annuity trusts, and charitable remainder trusts.
โข Estate Tax Planning: Minimizing estate taxes and preserving wealth for future generations.
โข Elder Law and Medicaid Planning: Assisting clients with long-term care planning, Medicaid eligibility, and nursing home issues.
โข Special Needs Planning: Providing for family members with special needs while preserving their eligibility for government benefits.
โข Communication and Counseling Skills: Developing effective communication and counseling skills to help clients make informed decisions about their estate plan.
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