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Course Description

This course provides an introduction to federal gift, estate, and generation-skipping transfer taxes and the many planning techniques used to minimize the impact of these taxes on transfers of wealth. It also explores the income-tax effects of gifts and bequests, with particular attention to the limitations on income-shifting to family members. The nontax aspects of estate planning, including the estate planning process, property ownership, planning for incapacity, and planning for business owners are examined as are the need for estate planning documents for individuals, spouses, and unmarried couples. The course stresses the need for balancing tax and non-tax considerations in creating successful estate plans.  

Textbooks

BU CPE students can get discounts directly from the publisher.  Use discount code is JC25 to receive 25% off the price, and choose Digital , Bundle of Digital and Print or Print when checking out via publisher link

Modules included in this course:  

  • Overview of Estate Planning 

  • Forms of Property Ownership  

  • The Probate Process  

  • Estate Planning Documents  

  • Gifting  

  • Calculating the Gift Tax  

  • The Gross Estate  

  • Calculating the Estate Tax  

  • Charitable Gifting  

  • Generation-Skipping Transfer Tax  

  • Trusts  

  • Taxation of Trusts  

  • Business Planning  

  • Estate Planning Considerations  

Enroll with Us

To inquire about Boston University’s Online Financial Planning Program, including upcoming course schedules and registration, please contact our education partners at AllCampus by calling 857-366-9338. 

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Enroll Now - Select a section to enroll in
Section Title
Estate Planning
Contact Hours
30.0
Delivery Options
Self-paced Online  
Course Fee(s)
FP Tuition non-credit $695.00 Click here to get more information
Potential Discount(s)
Available for Credit
1 to 3 units
CEUs
3 CEUs
Reading List / Textbook

To order your books for OLFP106 Estate Planning, link to the publisher and enter JC25 to save 25%.  Choose a Digital, Bundle of Digital and Print or Print edition.

Section Notes

This class ends on October 31, 2025.

At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  If you need extra time, you can purchase a one-time extension.

Section Materials
  • Calculator (Mandatory) HP 12C Financial Programmable Calculator
  • Textbook (Mandatory) Principles of Estate Planning by Carolynn Tomin and Colleen Carcone 4 edition ISBN 978-1954096615
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