Certificate in Estate Planning & Succession Planning
-- ViewingNowThe Certificate in Estate Planning & Succession Planning is a comprehensive course that equips learners with the essential skills needed to excel in the field of estate and succession planning. This course is vital for professionals who want to provide expert advice to clients on estate planning, business succession, and wealth management.
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โข Introduction to Estate Planning
โข Understanding Wills and Trusts
โข Estate Tax Planning and Minimization Techniques
โข Asset Protection Strategies in Estate Planning
โข Succession Planning for Business Owners
โข The Probate Process and How to Avoid It
โข Estate Planning for Blended Families
โข Special Needs Trusts and Planning
โข Charitable Giving and Estate Planning
โข Ethical Considerations in Estate Planning
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