Professional Certificate in Estate Planning for Tomorrow's Leaders
-- ViewingNowThe Professional Certificate in Estate Planning for Tomorrow's Leaders is a comprehensive course designed to equip learners with the essential skills needed to excel in estate planning. This program emphasizes the importance of estate planning, addressing the needs of a diverse clientele and preparing for the future.
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Students enrolled
GBP £ 140
GBP £ 202
Save 44% with our special offer
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โข Introduction to Estate Planning – Understanding the fundamentals of estate planning, including the importance of having a plan in place, key terms and concepts, and the role of an estate planning professional.
โข Wills & Trusts – Learning about the different types of wills and trusts, how they are used in estate planning, and their advantages and disadvantages.
โข Estate and Gift Taxation – Understanding the basics of estate and gift taxation, including current laws and regulations, exemptions, and strategies for minimizing taxes.
โข Asset Protection – Exploring methods for protecting assets from creditors, lawsuits, and other potential threats, including the use of trusts, limited liability companies, and insurance.
โข Estate Planning for Business Owners – Examining the unique challenges and opportunities facing business owners in estate planning, including succession planning, buy-sell agreements, and valuation.
โข Special Needs Planning – Addressing the specific needs and concerns of individuals with special needs, including the use of special needs trusts and government benefit programs.
โข Charitable Planning – Exploring the benefits of charitable giving in estate planning, including the use of charitable trusts, foundations, and other vehicles.
โข Digital Assets – Understanding the importance of including digital assets in estate plans, including social media accounts, cryptocurrencies, and other digital assets.
โข Ethics in Estate Planning – Examining ethical considerations in estate planning, including conflicts of interest, confidentiality, and professional responsibility.
โข Advanced Estate Planning Techniques – Delving into advanced estate planning strategies, including GRATs, QPRTs, and other complex trusts and planning techniques.
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