Advanced Estate Planning

MGMT X 439.31

This course examines estate planning techniques designed primarily for individuals with estates of more than $5 million.

READ MORE ABOUT THIS COURSE
Fall
Spring
Classroom
Starting at $459.00
As few as 11 weeks
3.0

What you can learn.

  • Generation-skipping transfers, life insurance planning and irrevocable life insurance trusts
  • Discounted giving techniques, including qualified personal residence trusts, grantor retained annuity trusts, and unitrusts
  • The use of gifts involving family limited partnerships and limited liability companies
  • The use of charitable remainder trusts and charitable lead trusts

About this course:

This course examines estate planning techniques designed primarily for individuals with estates of more than $5 milllion. Included are in-depth examinations of the following topics: generation-skipping transfers, life insurance planning and irrevocable life insurance trusts, and effective uses of charitable remainder trusts and charitable lead trusts. The course also includes an intensive review of discounted giving techniques, including Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts and Unitrusts, and the effective use of gifts involving family limited partnerships and limited liability companies. The instructor encourages the attendance of attorneys, accountants, financial planners, life insurance agents, and trust officers.
Prerequisites
MGMT X 439.3 Estate Planning or consent of instructor.

Spring 2020 Schedule

Available Format(s):

These courses meet in person and make use of an online presence to varying degrees.

Canceled
-
Thursday 6:30PM PDT - 9:30PM PDT
Location: UCLA
372967
Fee:
$459.00
See Details
Notes

Visitors not permitted. Materials required.

Refund Deadline
No refunds after April 15, 2020
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Thu Apr 2, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154
Lecture
Thu Apr 9, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154
Lecture
Thu Apr 16, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154
Lecture
Thu Apr 23, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154
Lecture
Thu Apr 30, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154
Lecture
Thu May 7, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154
Lecture
Thu May 14, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154
Lecture
Thu May 21, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154
Lecture
Thu May 28, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154
Lecture
Thu Jun 4, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154
Lecture
Thu Jun 11, 2020
6:30PM PDT - 9:30PM PDT
UCLA
Dodd Hall 154

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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