G中优先级

遗产规划

Estate Planning

10%考试权重

11主题数量

主题列表

G.54Property titling and beneficiary designations

G.55Strategies to transfer property

G.56Estate and incapacity planning documents

G.57Gift, estate, and GST tax compliance and calculation

G.58Sources for estate liquidity

G.59Types, features, and taxation of trusts

G.60Marital deduction

G.61Intra-family and other business transfer techniques

G.62Postmortem estate planning techniques

G.63Planning for divorce, unmarried couples and other special circumstances

G.64Planning for special needs and circumstances