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"Welcome, Introduction, Authors, Cornell Study and Challenges"
Course Description:
This course will emphasize the importance of education in the estate planning process, the introduction of the Faculty-Content Authors, the enormous wealth in America; and, the professional’s challenges in providing estate planning services.
"Legal Trusts and Technical Applications of Estate Planning Strategies"
Course Description:
This course will present the established legal strategies and techniques to achieve the client's objectives, goals, and desires. The students will learn various trust document structures, basic and advanced estate planning concepts, and applicable case studies.
"Proper Beneficiary Designations in the Estate Planning Process"
Course Description:
As a practitioner you must be correct as to the naming of beneficiaries of assets in the estate. The students will learn common “Red Flags” so as to avoid grave mistakes and potential arbitration exposure.
"Charitable Gifting: Trust Administration and Strategies"
Course Description:
Few practitioners realize that one of the greatest tools needed to keep wealth in the family is the act of charitable gifting. This course presents all the secrets of applicable strategies. The students will learn the structuring and design of Charitable Remainder and Lead Trusts, applications of these trusts in the estate planning process, trust remainderman beneficiaries including Private Family Foundations.
"Stock Options; Strategies for Corporate Employees"
Course Description:
Enormous challenges for the practitioner on how to deal with the $800 million “stealth wealth” tax problems in the estate planning process. The students will learn stock option fundamentals, definitions, tax strategies, and cash flow – strategies.
The CPA is a vital asset and benefit to the client and is a vital professional “Team” member. The students will learn the required estate tax filing forms, pro-forma projections, four-tier accounting elements, and the latest estate tax code strategies.
This insurance coverage and related estate planning applicable strategies is a vital first step in the process. The students will learn the importance of protecting their clients’ assets by including Long Term Care protections in the estate plan.
The students will learn how the utilization of Ethical Wills will greatly assist them in determining the values, lessons, hopes, and dreams of their clients and how this invaluable information greatly aids the estate planning process.
"Insurance Products and Insurance Planning Techniques in Estate Planning"
Course Description:
This course addresses the cash liquidity challenges facing a client’s family to pay the applicable estate tax. The students will learn the very latest and legitimate strategies available to ensure the best interests of their clients are protected.
Content Authors:
David A. Scott, J.D., CLU, GEPC
Eva Victor, J.D., LL.M, GEPC
"Insurance Cross Selling Opportunities in the Estate Planning Process"
Course Description:
This course explores the broad spectrum of solutions and opportunities available to solve the living needs of clients in the estate planning process. The students will learn day to day practical applications of insurance from both an individual and family needs perspective.
"The Do’s and Don’ts Regarding Due Diligence in the Estate Planning Process"
Course Description:
The estate planning process can be quite complex and confusing to the practitioner and the client. This course teaches the practical day to day concerns of objectivity and meeting the client’s needs that the estate planning process requires.
"Estate Planning Due Diligence and Case Design Studies"
Course Description:
This course is designed to present the most professional concepts in developing an estate plan, step by step. The essentials bring forth actual estate planning cases from the first client interview to the plan’s implementation. The students will learn the “big picture” in regards to all the educational principals taught in the National Institute’s curriculum and the value of the professional “Team” to best serve the client’s estate planning objectives.
"The Art and Science of Professional Collaboration"
Course Description:
This course is designed to teach the principals of professional collaborative efforts and create the maximum synergism among inter-disciplines to proceed in the estate planning process. The students will learn the value of forming the professional “Team” and how to recognize the “changing” of the times and the importance of recognizing industry paradigm shifts.
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Chapter 1 PDF
