Last Updated: August 2019  – This study aid is not redesigned for the new Personal Pathways courses.

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These study materials have not been updated to correspond to the new Personal Pathways course. However, they still provide an extremely good overview of various aspects of estate and gift tax planning. While they should not be used as a sole resource for preparing for the new HS 300 exam, they can help you learn many of the concepts you’ll need to know.

Streaming video, MP3s, Study Guide, Test Bank, Practice Exam, and Study Sheets for the HS330 exam. Provides an overview of estate and gift planning, trusts, and incapacity documents.

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