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American College HS330 Exam Overview:
| Certification Vendor: | The American College of Financial Services |
|---|---|
| Exam Name: | Fundamentals of Estate Planning |
| Exam Number: | HS330 |
| Real Exam Qty: | 85–100 |
| Related Certifications: | Chartered Life Underwriter (CLU) CFP Certification Education Chartered Financial Consultant (ChFC) |
| Certificate Validity Period: | No expiration; course credit remains valid for designation completion |
| Exam Format: | Scenario-based questions, Multiple-choice |
| Passing Score: | 700 out of 1000 (70%) |
| Available Languages: | English |
| Exam Price: | $295 USD |
| Exam Duration: | 120 minutes |
| Recommended Training: | HS 330 Official Study Materials |
| Exam Registration: | Pearson VUE Scheduling Official Course & Exam Registration |
| Sample Questions: |  |
| Exam Way: | Computer-based proctored exam: onsite at Pearson VUE centers or online remote proctoring |
| Pre Condition: | No mandatory prerequisites; recommended prior knowledge of basic financial and tax concepts |
| Official Syllabus URL: | https://www.theamericancollege.edu/learn/courses/hs-330-fundamentals-estate-planning |
American College HS330 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Federal Gift Tax System | 20% | - Exclusions, exemptions, and valuation rules - Gift tax calculation and strategies - Taxable gifts and filing requirements |
| Topic 2: Trusts & Fiduciary Arrangements | 20% | - Revocable and irrevocable trusts - Trust income taxation - Specialized trust structures - Generation-skipping transfer tax (GSTT) |
| Topic 3: Federal Estate Tax System | 25% | - State death taxes and basis adjustments - Marital and charitable deductions - Gross estate inclusion rules - Credits and tax computation |
| Topic 4: Advanced Planning Strategies | 15% | - Planning for incapacity and special needs - Charitable giving techniques - Life insurance in estate planning - Business succession planning & buy-sell agreements |
| Topic 5: Estate Planning Process & Legal Foundations | 20% | - Property ownership forms and titling - Wills, powers of attorney, and advance directives - Probate process and non-probate transfers - Objectives and ethical considerations |
HS330 Exam: Your Questions, Our Promises
American College Fundamentals of Estate Planning test is an official The American College of Financial Services exam, registered under the code HS330. Passing it earns the ChFC®, CLU®, CFP® Education Credit certification at the Professional level. It also connects to Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), CFP Certification Education. In a fast-developed industry, this certificate is a promise to your career and your next promotion.
No mandatory prerequisites; recommended prior knowledge of basic financial and tax concepts
Vendor policies do evolve, so confirm the current conditions before you register on the official exam page.
The American College Fundamentals of Estate Planning test exam contains 85–100 questions within 120 minutes. Former customers share a consistent secret: two or three regular hours of daily practice beat sporadic cramming. The ExamCost engine covers every important test point, so a steady routine builds both knowledge and the pacing the clock demands.
Passing American College Fundamentals of Estate Planning test requires 700 out of 1000 (70%), and the official fee is $295 USD. Retakes bill the full $295 USD again, so treat readiness as something to verify, not assume: when your ExamCost practice scores clear the requirement day after day, you are ready to book.
Registration for American College Fundamentals of Estate Planning test runs through the official channels below.
One scheduling detail: the exam is delivered Computer-based proctored exam: onsite at Pearson VUE centers or online remote proctoring.
Yes, The American College of Financial Services recommends the following training for American College Fundamentals of Estate Planning test candidates.
Whichever training you follow, practice daily with the 400 questions in the ExamCost HS330 package; regular hours with real exam-style items are what turn preparation into a pass.
American College Fundamentals of Estate Planning test is divided into 5 official domains, led by Advanced Planning Strategies (15%), Federal Estate Tax System (25%), and Estate Planning Process & Legal Foundations (20%). The full outline is above; while details shift over time, the main test points stay steady, and we have already sorted them for you.
Yes and yes. If you are a little suspicious, download the free demo of the American College Fundamentals of Estate Planning test questions and check the material before deciding. After purchase, updates are free for 365 days, with new versions sent to you as soon as test points change; after expiry, extending the update service costs 50% of the regular price.
We promise it in writing: a 100% money-back guarantee under defined conditions. Take the American College Fundamentals of Estate Planning test exam within 60 days of purchase; if you fail, claim a full refund according to your transcript by submitting a scanned enrollment slip and the official Score Report PDF within 2 days of the exam, processed within 7 days. The exam must match your product, candidate and payer names must match, and attempts within 3 days of purchase, unused downloads, free materials, and expired orders are excluded. Alternatively, switch freely to other exam material: two equivalent products, free, with updates retained on your original purchase.
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American College Fundamentals of Estate Planning test Sample Questions:
An executor elects to value the assets of the estate at the alternative valuation date 6 months after death. Which of the following statements concerning the estate tax value of assets included in this estate is correct?
- A. Property that has increased in value since the date of death may be valued at the date of death if the executor so elects.
- B. Property sold before the alternate valuation date is valued at the alternate valuation date.
- C. Property distributed under the will before the alternate valuation date is valued at the date of death.
- D. An annuity included in the gross estate that diminishes with the mere passage of time is includible at the date of death value.
Correct Answer: D 🗳️
For estate tax purposes which of the following is (are) a form of charitable gifts that may qualify for the charitable deduction?
1.Split gifts
2.Charitable remainder trusts
- A. 2 only
- B. Both 1 and 2
- C. 1 only
- D. Neither 1 nor 2
Correct Answer: B 🗳️
The personal representative of a decedent has the duty to file which of the following income tax returns?
1.The decedent's final income tax return
2.The estate's income tax return
- A. 2 only
- B. Both 1 and 2
- C. 1 only
- D. Neither 1 nor 2
Correct Answer: B 🗳️
All the following transfers are subject to the generation-skipping transfer tax (GSTT) EXCEPT:
- A. A direct cash gift of $50,000 from a grandparent to his grandchild if such grandchild's parents are still alive.
- B. A direct cash payment of $28,000 from a grandparent to a private prep school to cover the tuition costs for her grandchild.
- C. A distribution to a grandchild from a sprinkle trust created by a grandparent to benefit both skip and non-skip beneficiaries.
- D. A termination of a trust at the death of thenonskip life income beneficiary with the remainder distributed solely to skip persons.
Correct Answer: B 🗳️
In which of the following situations will the grantor be taxed on income from trust property.
1.The grantor of a trust gives one of the trust beneficiaries the right to add or delete beneficiaries.
2.An adverse party to the grantor holds the power to determine the timing of trust distributions to the beneficiaries.
- A. 2 only
- B. Both 1 and 2
- C. 1 only
- D. Neither 1 nor 2
Correct Answer: D 🗳️
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