MGMT X433.9

Estate Planning

A required course in the Certificate Program in Personal Financial Planning.

Learn how to guide your clients in protecting and transferring their wealth. If you are a trust officer, attorney, life insurance underwriter or financial planner, this course gives you the fundamental background of what you need to know in proactively meeting your clients' estate planning needs. Gain an insider's grasp of tax objectives, wills and living trusts, the unlimited marital deduction while exploring the most concepts and methods relating to lifetime gifts and trusts, title to property, life insurance and annuities, business interest, post death tax and legal problems.

Approximate Cost $745
Format Online
Duration 12 Weeks
Total Credits 4


4/1/2024 - 6/23/2024
Weeks 12
Delivery Online
Fee $745
Status Closed