Advanced Estate and Gifting Strategies

Offered By: SriSattva Group

Certified By:
American Institute Of Certified Public Accountant

3 Hours hours of Learning Content

Maximum 0 months.

Advanced estate planning strategies employ the use of family entities, including family limited partnerships, family limited liability corporations, and family offices. To facilitate intergenerational transfers of wealth, interests in these entities are generally gifted or sold, often using trusts. To be effective in advanced estate planning, you must have an awareness and knowledge of these strategies, as well as the accompanying law and regulations.

In this CPE course, you will learn about these advanced estate planning strategies and the various types of generational skipping transfers so that you can provide reasoned recommendations to your clients. 

Course Study Materials

Certificate

The certificate issued for the Course will have the student's Name, Photograph, Course Title, Certificate number, Date of course completion and the name(s) and logo(s) of the Certifying Bodies. Only the e-certificate will be made available. No Hard copies. The certificates can be e-verifiable at www.ulektz.com/skills.

  • Students are required to take online assessments with eProctoring.
  • Students will be assessed both at the end of each module and at the end of the Course.
  • Students scoring a minimum of 50% in the assessments are considered for Certifications.
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100% online Course

Access from anywhere, anytime

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English Language

Easy to understand simplified text & video content

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Certifications

Official recognition for better job placements and careers



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Course

Registration opens on 04-02-2019

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Your registration details are under review. It should take about 1 to 2 working days. Once approved you will be notified by email and then you should be able to access the course.

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Course

Course starts on 05-11-2019

Course

You have completed 6 hours of learning for 12-11-2019. You can continue learning starting 13-11-2019.

Course

This course can only be taken in sequential order.

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You have completed the course. You will be notified by email once the certificate is generated.

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