Advanced Estate Planning Strategies

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  • Location
    • Your Space
      Your Space
      Self Study - AICPA, ID 00000
  • Credits
    • 2.50
  • Credit Type(s)
    • Specialized Knowledge - Technical (2.50)
  • Prerequisites
    • Basic knowledge of the areas of personal financial planning (PFP)

  • Vendor
    • AICPA
  • Level
    • Intermediate
  • Fields of Study
    • Specialized Knowledge
  • Message
    • When & Where You Want


Learn about advanced estate planning strategies and the various types of generational skipping transfers, so you can provide reasoned recommendations to your clients.


  • Recall the benefits of family entities.
  • Identify the party that receives asset protection through a family limited partnership. Identify the basis for a remainder beneficiary of a GRAT.
  • Recall the technique used by a senior generation of a family to gift property to a younger generation.
  • Recognize the effect a term of years has on the valuation of a taxable gift to a QPRT.
  • Distinguish among the various types of generation skipping taxable transfers. Calculate the inclusion ratio for a generation-skipping transfer.


  • Advanced estate planning strategies
  • Generation-skipping transfer tax

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