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Table of Contents
Table of Contents
Transform your understanding of how families preserve and transfer wealth across generations using structured legal and financial strategies.
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Structured
Phased path
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Real-world examples
Progressive
Job-aligned skills
With trillions of dollars expected to change hands in the coming decades, professionals need a solid grasp of estate planning, trusts, tax minimization, and business succession to advise clients effectively and avoid costly pitfalls.
Explore the Free Section on Wealth Transfer Strategies
What You Will Learn
- 1 Understand the fundamentals of wealth transfer and estate planning.
- 2 Learn the structure and uses of revocable and irrevocable trusts.
- 3 Explore gift tax strategies and annual exclusion gifts.
- 4 Analyze estate tax implications and portability rules.
- 5 Apply family limited partnerships for asset protection.
- 6 Implement charitable giving vehicles such as CRTs and CLTs.
- 7 Evaluate life insurance as a wealth transfer tool.
- 8 Develop business succession plans for family enterprises.
- 9 Navigate international wealth transfer and cross-border issues.
- 10 Create a comprehensive wealth transfer plan integrating all strategies.
What's Included
Core self-paced training
Verifiable certificate
Contemporary insights
100% text-based
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Industry Glossary
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Q&A Bank
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Wealth Transfer Strategies