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Certified Estate and Trust Specialist


certifying organization info

Institute of Certified Fund Specialists
Certified Estate and Trust Specialist
Institute of Business & Finance, 7911 Herschel Avenue, Suite 201, La Jolla
CA 92037-4413

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

Oral or Written Exam Required? Yes

This certification is related to Career and Technical Education Career Clusters.
Read more about career clusters.






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