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Estate Planning
A required course in the Personal Financial Planning Certificate Program.
Course Description
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.
Instructor
Textbook Information
Textbooks for your course may be purchased from any vendor or bookseller of your choice.
Required Textbook(s):
Estate Planning 9781946711007
Meeting Schedule
Event Date Day Start Time End Time Location Room
START 03/27/2023 Monday --- --- Online (Access Begins) ---
END 06/18/2023 Sunday --- --- Online (Access Ends) ---