This final section is intended to help you perfect your estate planning knowledge and skills. Following a brief presentation of the facts, you will be asked to respond to questions that will put your understanding of estate planning case analysis and plan design to the test.

Some questions will have a clear "correct" answer. For others, the answer will not be so black-and-white, but will instead test your judgment.

The people described in this case are fictitious. What's more, the situation portrayed only scratches the surface of the many complex financial and personal situations you'll meet in the estate planning market.

The section concludes with an exercise that will ask you to produce an estate analysis report, using the data uncovered here. As with all sections in this course, you should plan to meet with your general agent or trainer when you have completed this exercise. He or she will review your responses and assess any need you might have to review certain topic areas.

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