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CEPP Table
of Contents
CEPP Segment One
Part 101
Chapter
1 Estate
Planning and the
Financial/Insurance
Advisor
Chapter 2
Most Common Mistakes
In Estate Planning
Chapter 3
Choices With Your
Estate
Planning-Goals and Concerns
Chapter 4
What You Are Worth
- Your Gross Estate
Chapter 5
What Is Probate?
Should You Avoid It?
Chapter 6 Taxes
Chapter 7 Your
Total Estate
Exposure
Chapter 8 Basic
Estate Planning
Legal Documents
Chapter 9 The
Revocable
Living Trust
Chapter 10 Taking
the Fear
Out of Estate Planning and Completing the Task
A Quick
Review
Part 102
Chapter 1 Law
and the Financial/Insurance
Advisor
Chapter 2 Demographics
and
Expectations
Chapter 3 Customer
Satisfaction:
The Best Protection
against Frivolous
Lawsuits
Chapter 4 Market
Conduct
Chapter 5
Errors and Omissions
Insurance
Chapter 6 Estate
Planning
Legal Issues
Chapter 7 Asset
Protection
Strategies for the Financial/Insurance Advisor
CEPP Segment Two
Part 103
Introduction
Chapter 1
Common Mistakes
in
Insurance and
Estate Planning
Chapter 2 Property
and
Casualty -
Liability Insurance
Chapter 3
Life Insurance
as Basic Financial Protection for the Family's Lifestyle and
Security
Chapter 4
Disability - The
Sleeper
That Can Destroy an
Estate Plan
Chapter 5
Long Term Care
Chapter 6
Federal Estate
Taxes and Life
Insurance
Chapter 7 Annuities
and
Estate Planning
Chapter 8
Life Insurance,
Estate
Equalization and
Keeping
the Business or
Farm Within the
Family
Chapter 9
Life Insurance
after Retirement
Chapter 10
The Uses of Charitable
Trusts in
Estate Planning
Summary
Part
104
Chapter 1 Multi-generational
Estate
Planning
Chapter 2 Understanding
the
Senior
Generation
Chapter 3
Understanding
The
Baby Boomer
Generation
Chapter 4 Understanding
The X
Generation
Chapter 5 Multi-generational
Estate Planning in Action
Chapter 6
21st Century Family
Concerns
Chapter 7
Love and Tough
Love -
Estate Planning
Situations
Chapter 8 Special
Needs
Situations
Chapter 9 When
The Generations
Unite for a Common
Goal
Chapter 10 The
CEPP Practitioner
Help Putting It All
Together
CEPP Segment Three
Chapter 1
Need for Long Term
Care Planning
Chapter 2 What
Is Long Term
Care?
Chapter 3 Medicare,
Medigap
and Long Term Care
Chapter 4 Medicaid
and Long
Term Care
Chapter 5
Introduction to
Long Term Care Insurance
Chapter 6
Important Policy
Provisions
Chapter 7
Premium Considerations
Chapter 8 Elder
Fraud and
Abuse
Chapter 9 Consumer
Protection
Issues
Appendix A:
Virginia-Sample
Application for Medicaid
Appendix B:
Sample Long
Term Care Insurance Policies
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CEPP, Dean
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Stephen
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Elder Law - Estate Planning
Attorney
at Law
JD,
MBA, CLU, ChFC, CPCU, FLMI, CEPP
Former
Virginia
Deputy
Commissioner of Insurance
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