Course Curriculum

  • 1
    1. Introduction
  • 2
    2. The Process
    • 2.1 Implementing Components Properly
    • 2.2 The Six Steps of Setting up an Estate Plan
    • 2.3 Who Are the Prospects for Estate Planning?
    • 2.4 Who Needs an Estate Plan?
    • 2.5 Estate Planning: A Dynamic Process
  • 3
    3. The Legacy Process
    • 3.1 A Valid Will vs. Dying Intestate
    • 3.2 What Is Probate?
    • 3.3 What Does an Estate Look Like?
  • 4
    4. Taxes and the Estate
    • 4.1 Federal Estate Tax
    • 4.2 State Inheritance Tax
    • 4.3 Federal Tax Laws Regarding Gifts
    • 4.4 Charitable Giving and Estate Planning
    • 4.5 Estates Need Liquidity to Meet Costs & Taxes
  • 5
    5. Trusts
    • 5.1 Overview
    • 5.2 Types of Trusts
    • 5.3 What Trusts Can Do?
    • 5.4 How Is A Trust Created?
  • 6
    6. Businesses & Estate Planning
    • 6.1 Why is Estate Planning Critical for Business Owners?
    • 6.2 What Happens to the Business After Death?
    • 6.3 The Buy-Sell Agreement
    • 6.4 The “After Life” of the Family Corporation
    • 6.5 Case Study A
    • 6.6 Case Study B
    • 6.7 S.303 Stock Redemption
    • 6.8 Case Study C
    • 6.9 Special Situation of the Professional Corporation
  • 7
    7. Conclusion
    • 7.1 Should an Agent Consider Estate Planning?
    • 7.2 In Summary
  • 8
    Exam
    • Final Exam

Course Snapshot

  • 7 Chapters

    This course goes deep into estate planning and wealth transfer so that you not only get CE credits for your state but you gain valuable knowledge.

  • 5 Credits

    In the state of North Carolina, you need 24 credit hours every 2 years. Once you complete this course, we'll send over your passing grade so you get the credit you need.

  • 3-6-5

    Access your courses, certificates, transcript here 365 days a year. Everything you need in one place so you can get back to what matters to you.