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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.
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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.
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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.
Course Curriculum
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1
1. Introduction
- Affidavit of Personal Responsibility
- 1.1 Purpose of Course FREE PREVIEW
- 1.2 What is an Estate? FREE PREVIEW
- 1.3 Components of an Estate
- 1.4 Estate Planning is Essential
- 1.5 Parts for Estate Success
- 1.6 Objections to Estate Planning
- 1.7 Summary
- Chapter 1 Quiz FREE PREVIEW
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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
- 2.6 Summary
- Chapter 2 Quiz
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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?
- 3.4 Summary
- Chapter 3 Quiz
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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
- 4.6 Summary
- Chapter 4 Quiz
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5
5. Trusts
- 5.1 Overview
- 5.2 Types of Trusts
- 5.3 What Trusts Can Do?
- 5.4 How Is A Trust Created?
- 5.5 Summary
- Chapter 5 Quiz
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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
- 6.10 Summary
- Chapter 6 Quiz
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7
7. Conclusion
- 7.1 Should an Agent Consider Estate Planning?
- 7.2 In Conclusion
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8
Exam
- Final Exam