CTEP Program

Become a Chartered Trust and Estate Planner (CTEP™)

Chartered Trust and Estate Planner (CTEP™) Program is one of the most recognized Estate Planning and Trust Planning certification in American Academy of Financial Management, USA. This certification comprehensively deals with all the aspects of Estate Planning like Intergenerational Wealth Transfer, Wealth Preservation, Trust Planning, Succession Planning Estate and Gift Taxation.

This program will help you prepare:

• How the use of a well-drafted Living Trust that can solve the inherent problems with other estate planning methods;
• What happens if you don't have an estate plan for your family;
• How can probate impact your family if they are forced to use it to handle your estate after your death;
• How using many common estate planning methods to avoid Probate can still have your estate end up in Probate;
• What happens if you become incapacitated, and how having a Will does not protect you;
• How to build a "Castle" around the inheritance you leave to your spouse, partner, children or other heirs that can prevent it from being lost through financial mismanagement, drug, alcohol, or gambling abuse, divorce, death, bankruptcy and lawsuits;
• How to protect your "special needs" relative's inheritance without jeopardizing it to abuse;
• How to protect your young children from foster care and other hazards if something happens to you;