Certified Estate and Trust Specialist

certifying organization info

Institute of Business & Finance Certified Estate and Trust Specialist 4141 Jutland Drive, Suite 330 San Diego CA 92117 https://icfs.com/

description

The CES designation will teach you exactly what you need to know about estate planning and asset repositioning implementation. You will learn about estate planning goals, beneficiaries, wills and probates, retirement accounts, taxes and trusts, living trusts, wills, and post-mortem guidelines. In addition, you'll gain sophisticated knowledge about control trusts, incapacity, and funerals. Certified Estate and Trust Specialist Website

details

More than two years of education or training after high school required? Yes

More than two years of work experience required? Yes

Oral or Written Exam Required? Yes