Documents © 2011, College for Financial Planning, all rights reserved. Module 5 Estate Planning Issues...

Slide 1 © 2011, College for Financial Planning, all rights reserved. Module 5 Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax CERTIFIED…

Documents ©2013, College for Financial Planning, all rights reserved. Module 5 Estate Planning Issues Related...

Learning Objectives 5â1 Identify the purpose and basic features of the federal generation-skipping transfer tax (GSTT).  5â2 Analyze a situation to identify types and…

Documents CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL EDUCATION PROGRAM Estate Planning

Learning Objectives 5â1 Identify the purpose and basic features of the federal generation-skipping transfer tax (GSTT).  5â2 Analyze a situation to identify types and…