Professional Certificate in Secure Estate Planning
-- ViewingNowThe Professional Certificate in Secure Estate Planning is a comprehensive course designed to equip learners with the essential skills needed to advance in the estate planning industry. This program focuses on secure estate planning strategies, providing a strong understanding of the latest tools and techniques to protect and manage clients' assets.
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GBP £ 140
GBP £ 202
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โข Introduction to Secure Estate Planning: Understanding the basics of estate planning, wills, trusts, and probate.
โข Asset Protection Strategies: Techniques to safeguard assets from potential creditors, lawsuits, and divorce.
โข Advanced Estate Planning: Exploring complex estate planning tools, such as GRATs, QPRTs, and sales to defective grantor trusts.
โข Tax Planning for Estate Planning: Minimizing estate, gift, and generation-skipping transfer taxes through strategic planning.
โข Estate Planning for Business Owners: Succession planning, buy-sell agreements, and other considerations for business owners.
โข Special Needs Trusts: Creating and managing trusts for disabled beneficiaries while preserving government benefits.
โข Ethical Considerations in Estate Planning: Understanding the ethical issues that arise in estate planning, such as conflicts of interest and confidentiality.
โข Retirement Benefits in Estate Planning: Strategies for maximizing and protecting retirement benefits in estate plans.
โข International Estate Planning: Navigating the challenges of estate planning for clients with assets or beneficiaries in multiple countries.
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