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ILITs And Estate Planning, 3rd Edition (CFP)

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This course analyzes the difference between a probate estate and a federal gross estate, the methods of paying final estate taxes, the important elements of a trust, the reasons for purchasing life insurance to pay estate settlement costs.

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Course Details

This course analyzes the difference between a probate estate and a federal gross estate, the methods of paying final estate taxes, the important elements of a trust, the reasons for purchasing life insurance to pay estate settlement costs, the value of using an irrevocable life insurance trust (ILIT) to pay estate settlement costs, and the value of paying life insurance premiums through annual gifts to an ILIT.


Leading provider of financial education and exam prep products: Securities Licensing, Insurance Licensing and Continuing Education, CFP(R) certification.

  • San Diego Branch

    9055 Balboa Ave, San Diego

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