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Course Title
CFP - Estate Planning


Understand the various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property. You will learn to strategize and develop a personalized estate plan to include trusts, wills, valuation of assets and buy-sell agreements.

Textbook required.


Upon completion, students will be able to advise clients regarding federal estate and gift taxation, as well as specific exclusion and valuation techniques that reduce the size of the gross estate.


1.   Estate Planning:  An Overview


2.   Ethics for the Estate Planner


3.   Ownership of Property


 4.   Community Property


5.   Trusts, Trustees, and  Other Fiduciaries, and  Powers of Appointment


6.   Lifetime Transfers by Gift—An Overview


7.   Federal Gift Taxation


8.   Transfers at Death


9.   Administration of the Estate


10. Valuation of Assets for Federal Estate and Gift Tax Purposes


11. Buy-Sell Agreements


12. Federal Estate Taxation: The Gross Estate Part I


13. Federal Estate Taxation:  The Gross Estate Part II


14. Deductions from the Gross Estate


15. The Marital Deduction


16. The Charitable Deduction  


17. State Death Taxes


18. Computation and Payment of Federal Estate Tax


19. The Basis Rules for Property Transferred during Lifetime or at Death


20. Income Taxation of  Estates and Trusts


21. An Examination of the Generation-Skipping Transfer Tax


22. Other Estate Planning Techniques


23. Postmortem, Health, and Special Groups Planning

Method of Instruction



Final Examination - There will be a final exam at the conclusion of each module.  A minimum grade of 75% must be earned on all exams that are administered as part of the program.  Students scoring 60% or higher on a final exam will be allowed one opportunity to retake the exam in an attempt to achieve a passing grade for that course module.  Students who score below 60% on a final exam are required to resit the module the next time it is offered.