HS-330 Exam Details

  • Exam Code
    :HS-330
  • Exam Name
    :Fundamentals of Estate Planning Test
  • Certification
    :American College Certifications
  • Vendor
    :American College
  • Total Questions
    :400 Q&As
  • Last Updated
    :Jul 14, 2026

American College HS-330 Online Questions & Answers

  • Question 261:

    All the following statements concerning wills are correct EXCEPT:

    A. A testator may lose the capacity to revoke a will prior to death.
    B. A codicil is a valid modification of a will.
    C. Once a person is named as an executor in a will, he or she is required to serve.
    D. In most states a surviving spouse can elect against a will that completely disinherits him or her.

  • Question 262:

    Which of the following statements concerning the obligation of the personal representative of a decedent to file a federal estate tax return is (are) correct?

    1.

    A return must be filed by a decedent's estate if the gross estate plus adjusted taxable gifts equals the applicable exclusion amount or more, even though no federal estate tax is due.

    2.

    Unless extensions are granted, the return must be filed and the tax paid within 9 months of the decedent's death.

    A. Neither 1 nor 2
    B. Both 1 and 2
    C. 1 only
    D. 2 only

  • Question 263:

    A man is planning to establish and fund an irrevocable trust for the benefit of his two sons, ages 19 and 22, and plans to give the trustee power to sprinkle trust income. From the standpoint of providing federal income, gift, and estate tax savings, which of the following would be a suitable trustee?

    1.

    The grantor of the trust

    2.

    The grantor's 22-year-old son

    A. 2 only
    B. Neither 1 nor 2
    C. 1 only
    D. Both 1 and 2

  • Question 264:

    Limited interests in property include all the following EXCEPT

    A. life estates
    B. remainder interests
    C. fee simple estates
    D. reversionary interests

  • Question 265:

    The failure of an individual to have a will can result in all the following EXCEPT:

    A. Testamentary gifts to charity cannot be made.
    B. The decedent's state of domicile might receive the property left by the decedent.
    C. Unnecessary death taxes may be imposed.
    D. A surviving spouse receives only his or her elective share.

  • Question 266:

    An individual who is a resident of State W is also the sole proprietor of a business located in State

    A. He owns real property located in State X that is used by the proprietorship. While on vacation in State Y, the individual meets an untimely death. Under the terms of his will, his entire estate is bequeathed to a resident of State Z. Which state will tax the real property used by the proprietorship?
    B. State W
    C. State Z
    D. State Y
    E. State X

  • Question 267:

    Which of the following statements concerning the taxation of estates and trusts is (are) correct?

    1.

    They are taxed similarly to partnership entities.

    2.

    They are taxed on distributable net income (DNI) that is retained.

    A. 1 only
    B. Both 1 and 2
    C. Neither 1 nor 2
    D. 2 only

  • Question 268:

    Mr. Barlow died early this year. Under the terms of his will he left all his real estate and tangible personal property to his son. All the remainder of his probate estate was left to his wife, Mrs. Barlow. The following is a list of Mr. Barlow's probate assets and their fair market values at the time of his death:

    -Commercial real estate $150,000

    -Furniture and fixtures 75,000

    -Listed common stock 300,000

    -

    Other securities 200,000

    A. $825,000
    B. $500,000
    C. $400,000
    D. $600,000

  • Question 269:

    If a grantor establishes an irrevocable trust, the income of the trust will be taxed to the grantor if it is used to pay premiums for life insurance on the life of

    A. a child of the grantor
    B. the father of the grantor
    C. the spouse of the grantor
    D. a grandchild of the grantor

  • Question 270:

    A man recently died with only probate assets. Under the terms of his will, he left his entire probate estate outright to his wife. The following are relevant facts about the estate:

    -Gross estate $2,000,000

    -Estate administration expenses 50,000

    -Debts of decedent 200,000

    -

    Allowable funeral expenses 5,000

    A. $1,750,000
    B. $1,745,000
    C. $1,795,000
    D. $1,800,000

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