Professional Certificate in Estate Planning for Individuals
-- ViewingNowThe Professional Certificate in Estate Planning for Individuals is a comprehensive course designed to provide learners with the essential skills needed to succeed in estate planning. This program covers key topics such as wills, trusts, probate, tax planning, and asset protection, offering a deep dive into the complex world of estate planning.
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GBP £ 140
GBP £ 202
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โข Introduction to Estate Planning — understanding the basics, importance, and key concepts of estate planning for individuals.
โข Wills and Trusts — learning about different types of wills and trusts, their purposes, and how they help in estate planning.
โข Estate Taxation — understanding the tax implications of estate planning, including federal and state tax laws.
โข Asset Protection — exploring strategies to protect assets from potential creditors, lawsuits, and other claims.
โข Advanced Estate Planning Techniques — delving into more sophisticated methods, such as family limited partnerships and grantor retained annuity trusts.
โข Estate Planning for Non-Traditional Families — addressing the unique needs of blended families, unmarried couples, and other non-traditional family structures.
โข Special Needs Planning — addressing the specific requirements of individuals with special needs, including setting up special needs trusts.
โข Business Succession Planning — focusing on strategies for business owners to ensure a smooth transition of ownership and management.
โข Estate Planning for Digital Assets — understanding how to manage and distribute digital assets, such as email accounts and cryptocurrencies.
โข Estate Administration & Probate — learning about the probate process, the role of the executor, and the steps involved in administering an estate.
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