CT Estate Planning and Asset Transfer (4-HR)

This 4-hour course examines essential estate planning principles, focusing on how different asset types are handled at death and the strategies available to transfer assets efficiently. The course also discusses incapacity planning, gifting strategies, and step-up in basis rules, while highlighting insurance product-based estate planning strategies that use life insurance solutions to provide liquidity, support wealth transfer goals, and help address estate settlement needs. The course is designed to help insurance professionals strengthen their industry knowledge while fulfilling continuing education requirements.