Chartered Trust and Estate Planner (CTEP)

Chartered Trust and Estate Planner (CTEP)

  • Certificate

    Chartered Trust and Estate Planner (CTEP)

  • Accredited Organization

    American Academy of Financial Management (AAFM)

  • Course schedule:


  • Course Provider:

    American Academy of Financial Management (AAFM)

Course schedules

Location Price Course type Delivery method Hours Seats Start date End date
United Arab Emirates 0.00 (USD) Professional certificates Class Room 0 Hours Seats 10 20/09/2016 20/12/2016

The curriculum for the Chartered Trust and Estate Planner is based on trust and estate planning for resident and non-resident clients. This core group of graduate topics focuses on the major functional issues of high net-worth consulting, ranging from tax, finance to law. 

A critical aspect of this course is addressing the interpersonal skills crucial to of advising the wealthy individual or family. The course will cover such planning obstacles as Common Law vs. Civil Law jurisdictions, non-resident alien spouse, and tangible and non-tangible assets in multiple jurisdictions.

By Attending this Course, You can learn about:

  • Tax Planning
  • Shams and Step Transactions
  • Concepts of Residence and Source
  • General Anti Avoidance Regime
  • Concepts of Substance and Form and Abuse of Law
  • Specific Anti Avoidance Rules
  • Controlled Foreign Corporations
  • Controlled Foreign Companies Regime
  • Thin Capitalization
  • Advance Pricing Agreements
  • U. S. Tax Treaties, OECD Models, U.N. Models
  • The Use of Double Tax Agreements for Avoidance
  • Review of Important Tax Cases
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