Certified Estate and Trust Specialist

Serve your clients’ interests for generations to come

Certified Estate and Trust Specialist

The CES™ designation expands your range of services to include estate planning and asset repositioning on behalf of your financial planning clients. With CES™ knowledge and strategies, you can offer expert guidance on

  • beneficiaries
  • wills and probates
  • retirement accounts, taxes, and trusts
  • living trusts and control trusts
  • incapacity, post-mortem guidelines, and funerals

As you master these topics and tools, you also gain the confidence to secure your clients’ assets for generations to come.

Avoid common mistakes.

Minimize or eliminate your clients’ estate and gift tax liability.

Identify alternative legal frameworks.

Describe different types of living and control trusts.

Increase client comprehension.

Explain the tax and income benefits of charitable giving.

Manage complex scenarios.

Identify the rights of divorced and surviving spouses.

Communicate optimal strategies.

Explain how to handle issues concerning children.

Provide expert guidance.

Understand the duties of executors and successor trustees.


Questions? See our FAQs or contact us.
Get a head start. Sign up for a CES™ mini-course today.

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