American College Fundamentals of Estate Planning test HS330 Certified Exam Dumps

HS330 Exam Dumps

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Certification Provider: American College
Exam Code / Number: HS330
Exam Name: Fundamentals of Estate Planning test
Exam Questions: 400
Last Updated: Jul 10, 2026
Corresponding Certification: American College Certification

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American College HS330 Exam Syllabus Topics:

SectionObjectives
Introduction to Estate Planning- Purpose and objectives of estate planning
  • 1. Family and beneficiary considerations
    • 2. Wealth transfer goals
      Wills and Probate- Wills
      • 1. Types and requirements of valid wills
        • 2. Will execution and amendment
          - Probate process
          • 1. Role of executor and courts
            • 2. Estate administration
              Estate and Gift Taxation- Gift tax rules
              • 1. Taxable gifts and reporting
                • 2. Annual and lifetime exclusions
                  - Federal estate tax system
                  • 1. Exemptions and tax thresholds
                    • 2. Tax calculation principles
                      Trusts- Trust fundamentals
                      • 1. Trust parties and responsibilities
                        • 2. Types of trusts (revocable and irrevocable)
                          - Trust taxation and control
                          • 1. Asset protection and control strategies
                            • 2. Tax treatment of trusts
                              Property Transfer and Liquidity Planning- Non-probate transfers
                              • 1. Joint ownership structures
                                • 2. Beneficiary designations
                                  - Estate liquidity strategies
                                  • 1. Asset liquidation considerations
                                    • 2. Life insurance in estate planning


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