VIP Exclusive
AEP® Accredited Estate Planner VIP Certification Exam
AEP — The AEP® (Accredited Estate Planner®) designation is awarded by the National Association of Estate Planners & Councils (NAEPC); it is a credential-and-experience-based designation requiring a qualifying professional license (JD, CPA, CFP®, CLU®, ChFC®, etc.), documented estate planning experience, and completion of graduate-level coursework through The American College — there is no single standardized written licensing exam, so this is an original comprehensive practice set covering the core estate planning knowledge domains tested in NAEPC-approved coursework and expected of AEP® candidates.
30
Questions
120m
Time Limit
75.00%
To Pass
Question 1 of 30👑 VIP
Your client, a widower with a taxable estate of $18 million, recently remarried. His new spouse is a U.S. citizen. He asks whether his unused federal estate tax exemption from his first marriage is available. He provides the timely-filed estate tax return from his first wife's death, on which a portability election was properly made. Which of the following best describes the Deceased Spousal Unused Exclusion (DSUE) amount available to him?
Questions 2–30 and full explanations are VIP-exclusive.