uLektz Skills

Course Overview
Syllabus

Learning Path

Linear: Sequential Order

About the Course

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

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.ulektzskills.com/verify.

Students are required to take online assessments with e-Proctoring.
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.