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Course Outline

3651 Lindell Rd, Suite D-218 · Las Vegas, NV 89103 · TEL: (702) 932-7977
info@americanestateplanners.com

Basic Course Outline < > Master Course Outline

Basic and Master Designations

The American Academy offers on-site designation classes at our convenient Las Vegas location and other pre-arranged locations throughout the U.S. However, most of our classes are conducted via correspondence. The Basic Certified Planner Designation requires 24 hours of classroom instruction and the successful completion of a comprehensive examination. The cost of the Basic Education course is $1,295.00. (As a correspondence course, the cost is $1,195.00.)

The Master Certified Planner Designation is awarded to individuals who have achieved the Basic Designation, and wish to continue their education in estate planning, thereby utilizing more advanced techniques and concepts. The Master certification requires an additional 16 hours of classroom instruction and successful completion of the Master examination. The cost of the Master Education class is $495.00.

All materials and text for each course will be provided by the American Academy, and are included in this fee. The annual fee to maintain a designation is $195.00. This fee includes a bimonthly newsletter from the Academy and educational resources and support from our national office.




Basic Certified Planner Course:




Day 1:

  • Trust Basic—Working Overview

  • Probate Process

  • Ownership of Property

  • Revocable (Intervivos) Trusts

  • Power of Attorney

  • Guardianship

  • Medical Directives

  • Life Insurance Planning

  • Irrevocable Life Insurance Trusts

  • Estate-Freezing Technique


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Day 2:

  • Irrevocable Trusts

  • Property Disposed Outside of Probate

  • Estate and Gift Taxes

  • Trustees and Executors

  • Asset Protection

  • Entity Planning (S-Corp., C-Corp., and LLCs)

  • Use of Family Limited Partnership

  • Use of Asset-Protection Trust

  • Use of Limited Liability Companies

  • Charitable Planning






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