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 10 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.
Suggested Prerequisites

It is advisable that you complete the following (or equivalent) since they are prerequisites for Advanced Estate Planning.

X 439.3 Estate Planning or consent of instructor.

Winter 2020 Schedule

Available Format(s):

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

Available
-
Monday 6:30PM - 9:30PM
Location: UCLA
371628
Fee:
$459.00
50 days left. Enroll by Jan 6, 2020
See Details
Notes

No meeting January 20 & February 17.

Visitors not permitted. Materials required.

Refund Deadline
No refunds after January 16, 2020
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Mon Jan 6, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Jan 13, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Jan 27, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Feb 3, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Feb 10, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Feb 24, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Mar 2, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Mar 9, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154

Contact Us

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