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Total 472 questions
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Chartered Trust & Estate Planner (CTEP) Certification Examination Questions and Answers

Question 45

___________ is appropriate for donors who want to see their charitable dollars at work during their lifetimes.

Options:

A.

Bequest

B.

Family Foundation

C.

Outright gift

D.

Charitable Remainder Trust

Question 46

Which of the following statement(s) about Power of Attorney (POA) is/are correct?

Options:

A.

Only (i)

B.

Only (ii)

C.

Both (i) and (ii)

D.

Neither (i) or (ii)

Question 47

More than_______ in wealth classifies the person as “Ultra HNI”

Options:

A.

$1 million

B.

$10 million

C.

$50 million

D.

$100 million

Question 48

You have just started your Estate Planning firm. Your friend who is into Estate Planning since 5 years explains you that an Ideal Estate Planning Prospect is one who is aged ___ or over and are _______________.

Options:

A.

30, Married with Children

B.

30, Married with no children

C.

35, Married with Children

D.

35, Married with no Children

Page: 12 / 18
Total 472 questions
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