Fundamentals of Estate Planning
The Burnham System
HS 330
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 © 2018 The Burnham System

HS 330
Bound, Digital, & Audio Book Bundle

Fundamentals of Estate Planning Study Guide

The Burnham System is the gold standard for HS 330 study guide materials. Using our guide you will learn everything needed to pass the HS 330 Exam in the shortest time possible. Simply, you will learn more faster.


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

  • HS 330 Audio Study Guide Narrations, in MP3 file format, expertly narrated by Lisa Tobey
  • HS 330 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: 15th


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


Number of study guide pages: 78

Covered within this study guide:

  • Overview of Estate Planning
  • Ethics
  • Forms of Property Ownership
  • Fiduciaries and Trusts
  • Lifetime Transfers
  • The Federal Gift Tax
  • Estate Administration
  • Asset Valuation
  • Buy-Sell Agreements
  • The Federal Estate Tax
  • Deductions from the Gross Estate, including Marital and Charitable Deductions
  • State Death Taxes
  • Federal Estate Tax Computation and Payment
  • Basis Rules for Property Transfers
  • Taxation of Estates and Trusts
  • The Generation-Skipping Transfer Tax
  • Additional Estate Planning Methods
  • Postmortem Health Planning

As a good study guideline, figure anything in those 78 pages might be on your exam and that there will be nothing on your exam that is not covered in those 78 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: Out of stock

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