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
Hybrid
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.

Winter 2021 Schedule

Available Format(s):

Hybrid courses have both regular remote meeting times and online instruction. Click “See Details” for more information.

Available
-
Thursday 6:30PM PT - 9:00PM PT
Location: Online
378072
Fee:
$459.00
Still accepting enrollments
See Details
Notes

Visitors not permitted. Materials required.

Refund Deadline
No refunds after January 20, 2021
Course Requirements
Estate Planning (12th Edition)
Schedule
Type
Date
Time
Location
Discussion
Thu Jan 7, 2021
6:30PM PT - 9:00PM PT
Online
Discussion
Thu Jan 14, 2021
6:30PM PT - 9:00PM PT
Online
Discussion
Thu Jan 21, 2021
6:30PM PT - 9:00PM PT
Online
Discussion
Thu Jan 28, 2021
6:30PM PT - 9:00PM PT
Online
Discussion
Thu Feb 4, 2021
6:30PM PT - 9:00PM PT
Online
Discussion
Thu Feb 11, 2021
6:30PM PT - 9:00PM PT
Online
Discussion
Thu Feb 18, 2021
6:30PM PT - 9:00PM PT
Online
Discussion
Thu Feb 25, 2021
6:30PM PT - 9:00PM PT
Online
Discussion
Thu Mar 4, 2021
6:30PM PT - 9:00PM PT
Online
Discussion
Thu Mar 11, 2021
6:30PM PT - 9:00PM PT
Online
Discussion
Thu Mar 18, 2021
6:30PM PT - 9:00PM PT
Online

Contact Us

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