Enrollment limited. Internet access required. Materials required.
Estate Planning
MGMT X 439.3
This course is part of the PFP Evening/Online program and is designed to teach students to solve estate planning problems including a review of the impacts of recent tax law changes.
Fall
Winter
Spring
Summer
Online
Starting at $855.00
As few as 11 weeks
4.0
What you can learn.
- Learn how to work with a client to determine their needs, goals, and objectives
- Understand which estate planning tools will help them best achieve these needs, goals, and objectives
- Discuss with others in the course how to explain these estate planning tools to clients
About this course:
This course is designed to aid accountants, trust officers, attorneys, life insurance underwriters and financial planners in solving estate planning problems. Topics include tax objectives, wills and living trusts, the unlimited marital deduction, saving the "second tax," holding title to property, lifetime gifts and trusts, life insurance and annuities, employee benefit plans, business interests and post-death problems. Recent tax law changes are also covered.Spring 2024 Schedule
Date & Time
Details
Format
Online
Notes
Refund Deadline
No refunds after April 05, 2024
Course Requirements
Book:
Estate Planning (13th Edition)
by Dalton
Money Education
ISBN 9781946711007
Summer 2024 Schedule
Date & Time
Details
Format
-
This section has no set meeting times.
Future Offering (Opens April 29, 2024 12:00:00 AM)
See Details
Online
Notes
Enrollment limited. Internet access required. Materials required.
Refund Deadline
No refunds after June 28, 2024
Course Requirements
Book:
Estate Planning (13th Edition)
by Dalton
Money Education
ISBN 9781946711007
Course syllabus not yet available.
This course applies towards the following certificates & specializations…
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