Estate Planning For High Net Worth Certification Exam

Estate Planning For High Net Worth High-net-worth estate planning assumes you’re fluent in income tax fundamentals, understand trust mechanics, and know how gifting strategies interact with federal exemptions. Without grounding in basis step-up rules and estate tax thresholds, you’ll struggle with the advanced structures—dynasty trusts, charitable remainder trusts, ILIT techniques—that drive the exam. Prerequisite knowledge isn’t optional here.