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American College HS330 Exam Overview:
| Certification Vendor: | The American College of Financial Services |
|---|---|
| Exam Name: | Fundamentals of Estate Planning (HS330) |
| Exam Number: | HS330 |
| Exam Format: | Multiple Choice (typical for American College courses) |
| Available Languages: | English |
| Related Certifications: | CLU (Chartered Life Underwriter) ChFC (Chartered Financial Consultant) |
| Recommended Training: | Fundamentals of Estate Planning Course (HS330) - The American College |
| Exam Registration: | The American College of Financial Services - Course Registration |
| Sample Questions: |  |
| Exam Way: | Online, self-paced course with proctored or end-of-module assessment (varies by program delivery) |
| Pre Condition: | No formal prerequisite; typically part of The American College curriculum for financial planning and insurance designations. |
| Official Syllabus URL: | https://www.theamericancollege.edu |
American College HS330 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Wills and Probate | - Wills
|
| Estate and Gift Taxation | - Federal estate tax system
|
| Property Transfer and Liquidity Planning | - Estate liquidity strategies
|
| Introduction to Estate Planning | - Purpose and objectives of estate planning
|
| Trusts | - Trust taxation and control
|
HS330 Exam FAQ: Details, Policies, and Study Options
The American College Fundamentals of Estate Planning test blueprint breaks down into these main domains:
- Trusts
- Introduction to Estate Planning
- Property Transfer and Liquidity Planning
Additional domains follow in the official outline, and our question bank covers every one of them.
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American College lists the following prerequisites for the American College Fundamentals of Estate Planning test: No formal prerequisite; typically part of The American College curriculum for financial planning and insurance designations..
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American College Fundamentals of Estate Planning test Sample Questions:
Among the assets in a decedent's gross estate is stock in a closely held corporation that was left to a nephew. The interest passing to the nephew is required to bear the burden of all estate taxes and expenses. The relevant facts concerning this estate are:
*Adjusted gross estate $1,600,000
*Fair market value of stock in the
*closely held corporation 700,000
*Funeral expenses 30,000
*Executor's commission 50,000
*Federal and state death tax 160,000
What amount of closely held corporate stock can be redeemed under IRC Section 303 so that the redemption will be treated as a sale or exchange rather than a dividend distribution?
- A. $240,000
- B. $ 80,000
- C. 0
- D. $700,000
Correct Answer: A 🗳️
Believing that his death was imminent, a widower gave his son some real estate two years ago, and filed a timely gift tax return. The widower died on January 1st of this year. Additional facts are:
*Widower's basis in the real estate $200,000
*Value of real estate when gifted 510,000
*Value of real estate on date of death 1,000,000
*Amount of gift tax paid by widower 159,500
Assuming the widower made no additional gifts to his son, all the following statements concerning this situation are correct EXCEPT:
- A. The gift tax paid is brought back into the widower's gross estate at $159,500.
- B. The gift of the real estate is included in the calculation of the widower's federal estate tax as an adjusted taxable gift.
- C. The son's income tax basis in the real estate is $1,000,000.
- D. The widower recognized no capital gain for income tax purposes at the time the gift was made.
Correct Answer: C 🗳️
A man recently died with only probate assets. Under the terms of his will, he left his entire probate estate outright to his wife. The following are relevant facts about the estate:
*Gross estate $1,700,000
*Estate administration expenses 30,000
*Debts of decedent 65,000
*Allowable funeral expenses 5,000
The amount of the allowable marital deduction is
- A. $1,665,000
- B. $1,635,000
- C. $1,600,000
- D. $1,695,000
Correct Answer: C 🗳️
The personal representative of a decedent has the duty to file all the following tax returns EXCEPT
- A. the estate's income tax return
- B. the federal estate tax return
- C. the decedent's final income tax return
- D. the surviving spouse's income tax return for the year of death
Correct Answer: D 🗳️
Which of the following statements concerning the inclusion in a decedent-employee's gross estate of a lump-sum distribution from a qualified retirement plan to a beneficiary other than the employee's estate is (are) correct?
1.Lump-sum distributions of payments attributable to the employer's contributions are excluded from the gross estate.
2.Lump-sum distributions of payments attributable to the decedent-employee's contributions are excluded from the gross estate.
- A. Neither 1 nor 2
- B. 1 only
- C. 2 only
- D. Both 1 and 2
Correct Answer: A 🗳️
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