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课程主页: https://www.udemy.com/course/ctep-chartered-trust-and-estate-planner-practice-exam/
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课程名称：CTEP 注册信托与遗产规划师实践考试 概述：本课程通过模拟题帮助学员准备信托与遗产规划师的考试。学员将学习与财产处置、遗嘱注册和捐赠方式有关的法律条款和实际问题。课程内容包括以下示例题目： 1. 根据《注册法》第1908条，遗嘱的注册并非强制要求，注册被拒绝后，可以在_______天内提起诉讼。 2. 士兵在18岁以上做的口头遗嘱有效期为_______，书面遗嘱有效期为_______。 3. 向客户讲解财产处置的三种方式时，需要将其优先级排序，正确的顺序为_______。 4. 在无遗嘱的情况下，关于遗产分配的问题如何处理：Raj的母亲、已故姐妹Mary的孩子和已故兄弟George的两个孩子之间的财产分配。 5. 私人基金会一般有_______种类型，在_______安排中，捐赠者不直接参与任何慈善工作。 6. 根据__________的___________执行的遗嘱称为无特权遗嘱。 7. 对于捐赠者和非营利组织而言，有四大类慈善赠与，其中_______和__________不需要合同、信托或特殊的所得税申报，另一方面，_______和___________则通常需要较高的财务素养。 8. 最适合希望在生命结束时进行赠与的捐赠者的方法是_______，而最适合希望在生前进行赠与的捐赠者的方法是_______。 9. 作为遗产规划的组成部分，客户需要填写遗产规划清单和数据收集表。课程中解释了附表A和附表C的内容，分别代表_______和__________。 通过本课程，学员将对信托和遗产规划相关的法律知识及实际操作有一个全面的了解，为取得相关资格证书做准备。
Sample Questions:According to ___________ of the Registration Act, 1908 the registration of a Will is not compulsory. A suit can only be filed within ___________days after the refusal of registration by the Registrar. An oral will made by a soldier above 18 years of age will be valid for __________ while a written will be valid for ___________.Section 18, 30, One month, ForeverSection 18,15,One Month, Three MonthsSection 8, 15, One Month, ForeverSection 8, 30, One Month, ForeverYou are an Estate Planner. Mr. Arun Mittal, a HNI client asks you to explain him the number of ways to dispose of his wealth. You explain to him about the three ways of disposing wealth. He further asks you to give ranking to the methods-from most preferred to least preferred. You tell Mr. Arun that the correct order is _________________.Consumption, Inheritance, PhilanthropyInheritance, Consumption, PhilanthropyPhilanthropy, Inheritance, ConsumptionNone as he can dispose his wealth in any order.Mr. Raj, the intestate, leaves no brother or sister but leaves his mother and one child of a deceased sister, Mary and two children of a deceased brother, George. How will the Estate be distributed?Raj's Mother will be receive all the Property.Raj's Mother will take 50% of the share while remainingRaj's mother will take one-third, Mary's child willRaj's mother will take 50% of the share and remainingThere are generally________ types of Private Foundations. Out of these, in ____________ arrangement, the donor has no direct participation in any charitable work.Two, Company-Sponsored FoundationThree, Non-Operating FoundationTwo, Non-Operating FoundationThree, Company-Sponsored FoundationWills executed according to __________ of the _____________ are called Unprivileged Wills.Section 8, Hindu Succession Act 1956Section 63, Indian Succession Act 1925Section 8, Indian Succession Act 1925Section 63, Hindu Succession Act 1956There are four general categories of charitable gifts for donors and non-profits to consider. Out of these________ and ____________ require no contracts, trusts, trustees or special income tax returns. On the other hand, for __________ and _____________most donors and non-profits will need significant level of financial sophistication.Outright Gifts, Bequest, Life Income Gifts, FamilyOutright Gifts, Life Income Gifts, Bequest, FamilyFamily Foundation, Bequest, Life Income Gifts, OutFamily Foundation, Outright Gifts, Life Income Gif_________ is the most appropriate method for donors who prefer to make gifts at the end of their life and _________ is the most appropriate method for donors who prefer to give gifts during their lifetime.Bequest and Outright GiftOutright Gift and BequestFamily Foundation and Life Income GiftsLife Income Gifts and Family FoundationYou are an Estate Planner. As part of the Estate Planning process, you require the client to fill up Estate Planning Checklist and Data Gathering form. The client calls you to understand what are Schedule A and Schedule C attached to the form. You explain to him/her that Schedule A is for _______ and Schedule C is for__________Life Insurance and Qualified Retirement PlanQualified Retirement Plans and Life InsuranceLife Insurance and Marketable Securities'Marketable Securities and Life Insurance
