Webcast: PFP Boot Camp: Estate and Charitable Planning (WBPFPEST16)
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When: 11/14/2016
12:30 PM until 3:15 PM
Where: Webcast
United States
Presenter: Thomas N. Tillery, CFP, CLU, ChFC, CRPC, LUTCF

Online registration is closed.
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Acronym WBPFPEST16
CPE 3 hours
Vendor AICPA
Level Intermediate
Yellow Book No
Prerequisite Basic knowledge of the areas of estate planning.
Who should attend Financial planners preparing for the PFS exam or who need a refresher on PFP skills
Members $139
CPA Non-Members $179

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


This session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities. Non-tax aspects of estate planning, including the estate planning process, wills, trusts, durable powers of attorney, powers of appointment, and probate procedure are also studied.


When you complete this course you will be able to:

  • Describe the unification of the estate tax and gift tax systems
  • Identify the applicable credit for estate tax, and gift tax purposes
  • Explain the requirements for use of the annual exclusion for gift tax purposes
  • Describe the purpose of the Crummey Power and how it can qualify a gift for the gift tax annual exclusion
  • Explain the purpose and use of the annual gift tax exclusion
  • Distinguish between present and future interest gifts, with specific reference to gift, estate, and generation skipping transfer tax consequences
  • Identify the purposes, uses, and planning implications of Section 2503(b) & (c) trusts, and how the annual exclusion is applied to these structures
  • Compare the income tax rules of cash gifts and tangible personal property
  • Evaluate the financial planning uses of charitable gifts of remainder interests in personal residences and farms, and conservation easements
  • Explain the uses of life insurance in charitable giving and in replacing wealth for family members


  • Gift, estate, and generation skipping transfer taxes
  • Charitable planning
  • Estate planning process