Estate Planning Applications
The Burnham System
HS 334
Basic Study Material

The Burnham System is written and frequently revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, REBC, RHU, ASF, LIA, CASL, and ChFC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, and AIAF; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, RWCS, RHU, REBC, CASL, AIC, EA, and ChFC.

Copyright © 2021 The Burnham System

HS 334
Bound, Digital, & Audio Book Bundle

Estate Planning Applications Study Guide

The Burnham System is the gold standard for HS 334 study guide materials. Using our guide you will learn everything needed to pass the HS 334 Exam in the shortest time possible. Simply, you will learn more faster.


Included for FREE with your purchase of this Bound Study Guide:

  • HS 334 Audio Study Guide Narrations, in MP3 file format, expertly narrated by Lisa Tobey
  • HS 334 Digital Study Guide Book, in PDF file format
  • Definitions of each assignment's key words and other new terms
  • A sample diagnostic exam with answers and answer explanations


PDF Notice: PDF files are not printable. They are digitally annotatable.


Current Text Edition: 13th


Ray's estimate of course difficulty (1, easiest and 10, hardest): 7


Number of study guide pages: 58

Covered within this study guide:

  • How to Forecast Estate Settlement Costs
  • The Uses of Life Insurance in Estate Planning
  • Irrevocable Life Insurance Trusts
  • Valuation Principles Used in Estate Planning
  • Estate Tax Reduction Techniques, including Gifts to Family Members and Trusts and Estate Freezes for Family Businesses
  • The Basics of Charitable Giving and Planning Techniques for Charitable Giving
  • Estate Planning for Married Individuals
  • Community Property
  • Estate Planning for Non-U.S. Citizens
  • Taxation of Trusts
  • The Estate Planning Implications of Employee Benefits
  • The Written Estate Plan

As a good study guideline, figure anything in those 58 pages might be on your exam and that there will be nothing on your exam that is not covered in those 58 pages.


The Burnham System is written and frequently revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, REBC, RHU, ASF, LIA, CASL, and ChFC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, and AIAF; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, RWCS, RHU, REBC, CASL, AIC, EA, and ChFC.

Availability: In stock

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