Estate Planning CPE Courses You'll Love

Estate Planning Learning Path.

Build competency across key areas of estate planning with a structured learning path covering estate and gift taxation, trust administration, family limited partnerships, retirement planning, and personal financial planning for high-net-worth clients. Designed to help you become the most capable professional you can be.

CPE From World-Class Experts.

LumiQ brings you exclusive insights from the world's top business minds. From Fortune 500 CEOs to Big Four partners to bestselling authors, our guests share in-depth lessons you won't find anywhere else. Every episode is produced with studio-quality sound and sharp insight that turns complex ideas into memorable lessons.

FAQs About Estate Planning CPE.

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Are the estate planning CPE courses designed specifically for CPAs?

Yes. These courses are designed for CPAs and financial professionals who advise clients on estate planning, trust administration, gift taxation, and wealth transfer. Content is focused on the tax and financial planning dimensions of estate practice, including federal estate tax, gift tax, and income tax considerations relevant to estates and trusts.

Last Updated: 10/30/22

What topics are typically covered in estate planning CPE courses?

Estate planning CPE courses commonly cover topics such as:

Federal estate tax and the unified credit
Gift taxation and gift tax returns
Wealth transfer strategies and estate planning tools
Living trusts, trust structures, and trust administration
Family limited partnerships and asset protection planning
Qualified personal residence trusts and other advanced strategies
Marital deduction and estate planning for married couples
Probate process and probate avoidance strategies
Retirement planning and beneficiary designations
Buy-sell agreements and business succession planning
Health care directives and incapacity planning

What is the difference between estate planning and trust administration?

Estate planning is the process of arranging for the management and disposition of a person's assets during their lifetime and at death, using tools such as wills, trusts, powers of attorney, and beneficiary designations. Trust administration refers to the ongoing management of a trust after it has been established, including distributing assets to beneficiaries, filing trust income tax returns, and complying with the terms of the trust document. CPAs often assist clients with both the planning and administrative dimensions of estate and trust work.

What is the federal gift tax and how does it interact with estate planning?

The federal gift tax applies to transfers of property by gift during a person's lifetime. It is unified with the federal estate tax, meaning that taxable gifts made during life reduce the unified credit available at death. The annual gift tax exclusion allows donors to give a specified amount per recipient per year without using any of their lifetime exemption or filing a gift tax return. Understanding the interaction between gift and estate taxes is a core competency for CPAs involved in estate planning and wealth transfer.

What are family limited partnerships and how are they used in estate planning?

Family limited partnerships (FLPs) are a commonly used estate planning tool that allows family members to transfer interests in business or investment assets at a potential valuation discount, reducing the taxable value of the transferred assets for estate and gift tax purposes. FLPs can also provide asset protection benefits and a structure for centralized family asset management. The IRS closely scrutinizes FLPs, and their effectiveness depends on proper formation and ongoing compliance.

Are there prerequisites to taking estate planning CPE courses?

There are no formal prerequisites. However, some advanced topics, such as qualified personal residence trusts, charitable remainder trusts, or complex multi-generational wealth transfer strategies, may assume familiarity with general taxation, trust law, or personal financial planning concepts.

Why are podcasts becoming a more popular choice than webinars for estate planning CPE?

Podcasts can deliver superior learning outcomes compared to live webinars and recorded webcasts. Audio-only formats reduce cognitive overload and "Zoom fatigue," allowing your brain to retain information better. Additionally, unlike live or in-person options, you can pause and replay complex estate planning concepts as needed for comprehension.

Podcasts also fit your schedule and your life better. Unlike live webinars with fixed start times, podcasts let you earn CPE during your commute, between clients, or whenever works best.

In short, you get the same credit hours with better retention and zero scheduling conflicts.

How many CPE credits or hours can I earn from an estate planning CPE course?

CPE credits vary by course. Typically they range from 1 to 2 hours per podcast and 3 to 9 hours for our in-depth, multi-episode learning paths. Each course listing clearly displays the credits you'll earn upon completion. All credits are earned once you complete the podcast episode in full and pass the final assessment.

Are LumiQ courses accepted by all state boards of accountancy?

LumiQ is registered with the National Association of State Boards of Accountancy (NASBA) as a CPE sponsor (Sponsor ID: 146039). Courses offered by NASBA-registered sponsors are commonly used by CPAs to fulfill continuing education requirements, subject to each state board’s specific CPE requirements.

LumiQ's QAS self-study estate planning courses are classified under NASBA's Taxes field of study and provide CPE credit hours upon completion. Your certificate of completion documents the course, field of study, and credit hours earned.

Because CPE requirements and acceptance ultimately vary by state and by licensee circumstances, CPAs are responsible for confirming that a specific course meets their state board's renewal requirements.

Does Lumiq help me track CPE credits?

Yes. With a LumiQ account you have access to the CPE Tracker. LumiQ Tracker automatically tracks the CPE you earn with LumiQ. Certificates of completion can be downloaded at any time.

Can I do CPE on mobile devices?

Yes, we’ve got an app for both Apple and Android devices. Click here to go to the Google Play Store and click here to go to the Apple App Store.

Last Updated: 10/30/22

Do you offer a free trial?

Yes! Sign up for a free trial today and get 3 NASBA-approved CPE credits, no credit card required. To purchase a full subscription, visit our pricing page. If you work for a company with a team of CPAs, or others who may be interested, contact us for team pricing options.

Last Updated: 10/30/22

Estate Planning CPE You Can Listen to Anywhere, Anytime.

Estate Planning CPE Courses for the Real World.

Form 706: Complex Estate Tax Schedules

Popular Estate Planning Techniques

Integrated Tax Planning for High Net Worth Clients

Jurisdiction Matters! Tax Planning with Modern Trust Law

Fundamentals of U.S. Trust Taxation

Form 706: Common Estate Tax Schedules

Retirement Planning for U.S. High Net Worth Individuals

Form 1040 Preparation

Tax Tips for U.S. Individuals and Businesses Moving to Canada

Introduction to Estate and Gift Taxes

Estate Planning Learning Path.

Tax Foundations: Individual, Estate, and Trust

5 Episodes

CPE From World-Class Experts.

Larry Leaf

Mark Gallegos

Dr. Lance Mortlock

Exceptional CPE sounds different.

FAQs About Estate Planning CPE.

Modern finance and accounting
pros use LumiQ, why don't you?

Estate Planning CPE You Can Listen to Anywhere, Anytime.

Estate Planning CPE Courses for the Real World.

Form 706: Complex Estate Tax Schedules

Popular Estate Planning Techniques

Integrated Tax Planning for High Net Worth Clients

Jurisdiction Matters! Tax Planning with Modern Trust Law

Fundamentals of U.S. Trust Taxation

Form 706: Common Estate Tax Schedules

Retirement Planning for U.S. High Net Worth Individuals

Form 1040 Preparation

Tax Tips for U.S. Individuals and Businesses Moving to Canada

Introduction to Estate and Gift Taxes

Estate Planning Learning Path.

Tax Foundations: Individual, Estate, and Trust

5 Episodes

CPE From World-Class Experts.

Larry Leaf

Mark Gallegos

Dr. Lance Mortlock

Exceptional CPE sounds different.

FAQs About Estate Planning CPE.

Modern finance and accountingpros use LumiQ, why don't you?

Modern finance and accounting
pros use LumiQ, why don't you?