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CFP® flashcards

CFP 6 - Estate Planning

This class was created by Brainscape user Mike Hcolluccm. Visit their profile to learn more about the creator.

By: Mike Hcolluccm
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Decks in this class (10)

106-1 Estate Planning Process, Property Titling Considerations, and Property Law Systems
Cfp board financial planning steps,
3 basic forms of legal interests ...,
Fee simple
25  cards
106-2 TOD, Planning Docs, and Incapacity Planning
Probate,
Testate,
Intestate
43  cards
106-3 Types, Features, and Taxation of Trusts
Powers of appointment,
3 parties to a trust,
Rule against perpetuities
41  cards
106-4 The Federal Gift Tax
Gift,
For a gift to be complete under s...,
Incomplete transfers
24  cards
106-5 The Federal Estate Tax & Generation-Skipping Transfer Tax
4 primary components of the deced...,
Gross estate,
Section 2033 property
30  cards
106-6 Marital Deduction Planning
Marital deduction,
3 basic requirements that must be...,
Terminable interest
17  cards
106-7 Charitable Deduction Planning
Split interest gifting,
Gifts of a remainder interest in ...,
2 types of private charitable rem...
12  cards
106-8 Intrafamily and Other Property Transfers: Loans & Sales
Business succession planning,
Techniques involving a loan or sa...,
Installment sale
14  cards
106-9 Intrafamily and Other Property Transfers: Gifts & Trusts
Estate freezes,
Zero valuation rules,
Gift leaseback
11  cards
106-10 Postmortem Estate Planning Techniques
Disclaimer,
Requirements for making a qualifi...,
Alternate valuation date avd elec...
20  cards

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CFP 6 - Estate Planning

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