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Gift, estate and generation-skipping transfer taxation
Identify the taxable transfer | Present interests and annual exclusion | Cumulative gift-tax computation | Retained powers and estate inclusion
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Assume U.S. federal law as generally applicable on October 13, 2026. A client transfers publicly traded shares worth $90,000 to an adult child. The transfer is irrevocable; the donor keeps no voting rights, income, or right to reclaim the shares. Explain whether the transfer is complete, how it is initially valued, and what further facts are needed before concluding whether gift tax is payable or a return is required. Do not assume a particular annual exclusion amount.
written practice · Suggested time: 12 minutes
Write a concise client-facing analysis. Distinguish the transfer event, valuation, possible exclusions or credits, tax payable, and filing. Identify at least three facts or documents to verify. Do not rely on a numerical exclusion limit.
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Exam Syllabus
Core Accredited Estate Planner (AEP) topics
2
Lifetime transfers, ownership and succession at death
Title, probate, and tax inclusion | Joint ownership at death | Beneficiary-designation coordination | Completed gifts and control
3
Charitable and marital estate-planning strategies
Marital deduction pathways | QTIP election and later inclusion | Portability versus a bypass trust | Charitable recipient and gift restrictions
4
Life insurance within estate planning
Insurance needs calculation | Incidents of ownership | Beneficiary choice and proceeds | Existing-policy transfer to a trust
5
Business financial analysis and valuation elective
Linking the financial statements | Liquidity and leverage ratios | Normalize owner earnings | Discounted cash-flow valuation
6
Business succession elective
Succession objectives and control | Partnership and LLC interests | Business-interest discounts | Charitable transfers in a business exit
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Accredited Estate Planner (AEP) video course
Treasury Conquer brings guided video study, worked examples, and exam-style practice into one study flow.
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Treasury analyst
Finance operations analyst seeking treasury responsibilities, with experience reconciling inputs and explaining forecast differences. Preparing the next credential step while building practical cash-analysis evidence.
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FAQ
Common questions about Accredited Estate Planner (AEP)
Does an asset outside probate also stay outside the taxable estate?
No. Probate follows state property and administration rules; the federal gross estate follows tax inclusion rules. A life policy payable directly to a named beneficiary can bypass probate yet enter the insured's gross estate if the insured retained incidents of ownership. Analyze the transfer route and tax inclusion separately.
Why can a lifetime gift produce a different income-tax result from a bequest?
A completed lifetime gift generally carries the donor's basis, subject to special rules for losses and gift tax paid. Property included in a decedent's estate generally receives a date-of-death value basis, subject to exceptions. If stock worth $300,000 has a $100,000 basis, a donee who sells it for $300,000 generally recognizes $200,000 of gain; an heir whose basis becomes $300,000 generally recognizes no gain on an immediate $300,000 sale.
Can portability replace all trust and generation-skipping planning?
No. A timely estate-tax election can preserve a deceased spouse's unused estate and gift exclusion for the survivor, but portability does not transfer the deceased spouse's unused GST exemption. A trust may also control distributions, protect intended beneficiaries, and place future appreciation outside a survivor's estate when properly structured.
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