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Course Description

This course provides an overview of estate planning and the various strategies and techniques available for creating an effective estate plan. Transfer taxes such as gift, estate and generation-skipping transfer taxes are introduced along with planning techniques to minimize taxes on wealth transfers. The non-tax aspects of estate planning, such as the estate planning process, probate, property ownership, planning for incapacity and estate planning for business owners are also studied in this course. Documents such as wills, trusts, powers of attorney and powers of appointment are addressed.

Who should attend

Recent college graduates, career changers, retirees, and financial services professionals.

Prerequisites

FP 101 Introduction to Financial Planning (FP 102, and FP 104 strongly recommended).

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in

Section Title
Estate Planning
Type
Lecture
Days
T
Time
6:00PM to 9:00PM
Dates
Sep 17, 2019 to Dec 03, 2019
Schedule and Location
Contact Hours
36.0
Course Fee(s)
FP Tuition non-credit $945.00
Reading List / Textbook
Tomin-Carcone- Principles of Estate Planning 3rd edition ISBN: 978-1-949506-04-4. Publisher National Underwriter
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