Elder Planning Counselor (EPC) IRS gift tax rules, estate freeze strategies, and QTIP trust mechanics form the technical foundation here. Candidates entering EPC should grasp how qualified charitable distributions interact with required minimum distributions, and recognize when a durable power of attorney fails to address incapacity planning gaps. Without prior exposure to Medicaid spend-down tactics and income tax basis step-up timing, test questions on integrated planning scenarios become significantly harder to navigate.
| Exam Name | Elder Planning Counselor |
| Exam Code | EPC |
| Format | PDF & Practice Test Engine |
| Target Year | 2026 Updated |
| Features | 100% Verified Q&As |
