Specialized Trusts and Gifts

These credentials document competencies including estate planning, the preparation of wills, and creation of trusts while relying on an understanding of the array of legal instruments to transfer assets and property. The professional working in estate planning also has expertise in the administration of an estate including the executor’s role, probate court, and tax liabilities for a decedent’s estate. Specifically, this badge demonstrates the earner's ability to differentiate the various types of trusts including their purposes and benefits.