AF1 Personal tax and trust planning The 2024 tax code revisions reshape estate and gifting strategies, making outdated trust structures a liability. AF1 now emphasizes portability elections, spousal lifetime exemptions, and inflation-adjusted thresholds that directly alter client planning. Master current fiduciary duty standards and new reporting requirements to stay ahead of compliance shifts.
| Exam Name | AF1 Personal tax and trust planning |
| Format | PDF & Practice Test Engine |
| Target Year | 2026 Updated |
| Features | 100% Verified Q&As |
