Fundamentals of Estate Planning
The Burnham System
HS 330
PDF & MP3
Basic Study Material

The Burnham System is written and promptly 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, PRC, REBC, RHU, ASF, LIA, CASL, ChFC, and PRC;

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, AIAF, and PRC; 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, PRC, RWCS, RHU, REBC, CASL, AIC, EA, ChFC, and PRC.

Copyright © 2024 The Burnham System

HS 330 —
Digital & Audio Book

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 Digital Study Guide:

  • HS 330 Audio Study Guide Narrations, in MP3 file format, expertly narrated by Lisa Tobey
  • Definitions of each assignment's key words and other new terms
  • A sample diagnostic exam with answers and answer explanations

Study guide last updated: June 30, 2021

Current Text Edition: 16th

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

Number of study guide pages: 80

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 80 pages might be on your exam and that there will be nothing on your exam that is not covered in those 80 pages.

The Burnham System is written and promptly 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, PRC, REBC, RHU, ASF, LIA, CASL, ChFC, and PRC;

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, AIAF, and PRC; 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, PRC, RWCS, RHU, REBC, CASL, AIC, EA, ChFC, and PRC.

$245.00