Estate Planning, Trusts, and Tax Program
For beneficiaries of trust assets looking to increase their competence in the areas of trusts and estate planning, this self-paced, online learning program is designed specifically for you. With coursework that progresses from more basic to rigorous content, students of all knowledge levels gain an understanding of estate planning, trusts, and trust administration, as well as practical guidance on how to work effectively with advisors to a trust. This targeted learning experience features engaging content such as movie excerpts, a celebrity interview, reviews of famous people’s wills, readings from industry experts, articles, real-life case studies, and applied learning homework assignments that increase retention. Students have the option to enroll and continue their education in the Accredited Beneficiary Stewardship Program to pursue the Accredited Beneficiary designation without penalty.
This program is comprised of three courses and introduces intermediate level content on the legal structure and tax considerations for U.S. estate planning, trusts, and tax planning.
Program Outline
Estate Planning Basics
Estate Planning Basics discusses both the financial and emotional aspects of estate planning and reviews the key documents that can be part of an estate planning strategy. The modules review the process and decision-making involved in setting up an estate plan, including evaluating the intent of the settlor and planning for fairness and equity over generations. This course highlights using wills and uses cases to demonstrate the importance of having a clearly defined will.
Trust Fundamentals
Trust Fundamentals dives deeply into trust structures, starting with the history of trusts to the role trusts play in complex estate plans. This course highlights living trusts, irrevocable trusts, charitable/philanthropic trusts, dynasty trusts, and the role that trusts play when wills and power of attorney are present.
Foundations of Tax
Foundations of Tax includes three modules that cover the history and purpose of taxation, personal income taxes, the role of taxes in estate planning, and entity and charitable taxation. The course reviews taxes at the state and federal levels and features an estate freeze case study.
Pricing
$3,400
Individual: 1 User
- Access to 3 Courses
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 2 Years
Group Pricing Available
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Pace with Group or Individually
- Total Privacy
- Additional Features
- Track Progress of Group
- Share Notes, Questions, & Thoughts
- Document Storage
- Contact Us for payment options
This learning program is ideal for the adult who is interested in learning more about the mechanics of estate planning, how trusts are structured and operate and a deeper understanding of the U.S. tax system. The concepts covered are specific to beneficiaries in the U.S., as this learning program does not cover international jurisdictions and planning considerations. The courses are delivered in English, and there is no assumption that a beneficiary has knowledge about the family’s current estate plan, trust structures, or knowledge of tax history and policy.
This learning program benefits those who want a stronger foundation in estate planning goals, techniques, and process. Further, the trust course aids learners regarding the various types of trust structures, how they are set up, administered, taxed, and monitored. The tax course provides insights to tax history, tax forms, and the application of tax considerations to a learning case study. The learner will benefit from the applied nature of the content to start and enhance their relationship with the various parties to a trust.
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 2 months
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