Course Information

Paul J. Winn - Insurance for Estate Planning

Overview

Estate planning involves organizing financial affairs before death to avoid disputes and maintain privacy. This course covers various aspects of estate planning and the use of life insurance, providing an overview of estate settlement issues, probate estate, and the federal gross estate, ideal for advanced planning specialists.

Find this course for your license

License or Certification

Regulator

Objectives

explain the differences between an estate for tax purposes and a probate estate
identify those assets that comprise the federal gross estate
demonstrate an understanding of the difference between inheritance taxes and estate taxes
explain the typical beneficiary classifications for state inheritance tax purposes
describe the common trusts employed in estate tax planning
perform an estate tax calculation

Designed For:

Life and health insurance producers and finance professionals

Course Information

Adding additional credit may change exam requirements.

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