CTFA Estate Practice Questions
The free CTFA: Certified Trust and Financial Advisor questions that deal with estate, with answers and explanations. The full bank and the timed practice test cover every topic the exam asks about.
Question #4
A married couple wants to minimize taxes on their estate. What is an effective strategy?
Correct answer: A
Explanation
Family Limited Partnerships can help in reducing taxable estate size during transfers.
Question #10
An estate has significant debts. How should it be addressed?
Correct answer: C
Explanation
Debts must be settled from estate assets before distributions to heirs can occur.
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