CO Estate Planning and Asset Transfer (4-Hr)

This 4-hour course explores essential estate planning principles, focusing on how various asset types are treated at death and the strategies available for efficient asset transfer. It covers incapacity planning, gifting strategies, and step-up in basis rules, while highlighting insurance-based estate planning approaches that use life insurance solutions to provide liquidity, support wealth transfer objectives, and help address estate settlement needs. This course is designed to help insurance professionals expand their industry knowledge while fulfilling continuing education requirements established by the Colorado Division of Insurance.