Estate Planning

MGMT X 430.515

This course is part of the PFP Accelerated Online program and introduces students to the process of developing an estate plan, including federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, and trusts.

READ MORE ABOUT THIS COURSE
Hybrid
Starting at $785.00
As few as 4 weeks
4.0

Please note: This accelerated course is restricted to students in the Personal Financial Planning: Accelerated Online certificate program only.

What you will learn.

  • Learn about the estate planning process and goals, methods of estate transfer at death, the Federal estate tax, the federal gift tax, issues related to generation skipping transfers Tax, estate transfers during life, and liquidity
  • Apply techniques learned to special situations such as incapacity, family arrangements, and selecting fiduciaries

About this course:

This course introduces students to the process of developing an estate plan, including federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, and trusts. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. The major topics covered are: -+ Estate Planning Process and Goals -+ Methods of Estate Transfer at Death -+ The Federal Estate Tax -+ The Federal Gift Tax -+ Estate Planning Issues Related to Generation-Skipping Transfer Tax and Income Tax -+ Methods of Estate Transfer During Life -+ Estate Liquidity and Postmortem Actions -+ Estate Planning for Special Situations: Incapacity, Family Arrangements and Selecting Fiduciaries

Fall 2020 Schedule

Available Format(s):

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

Available
-
Tuesday, Thursday 3:00PM PT - 6:00PM PT
Location: Online
Instructor: Linda Hewitt
373895
Fee:
$785.00
11 days left. Enroll by Sep 29, 2020
See Details
Notes

The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.

Enrollment limited; early enrollment advised.

The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.

Self-study may not be enough to succeed on the CFP® exam. Our outstanding instructors know the CFP® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.

* Please use the below link to order Textbooks:

Refund Deadline
No refunds after October 01, 2020
Course Requirements
(Optional)
Schedule
Type
Date
Time
Location
Online
Tue Sep 29, 2020
3:00PM PT - 6:00PM PT
Online
Online
Thu Oct 1, 2020
3:00PM PT - 6:00PM PT
Online
Online
Tue Oct 6, 2020
3:00PM PT - 6:00PM PT
Online
Online
Thu Oct 8, 2020
3:00PM PT - 6:00PM PT
Online
Online
Tue Oct 13, 2020
3:00PM PT - 6:00PM PT
Online
Online
Thu Oct 15, 2020
3:00PM PT - 6:00PM PT
Online
Online
Tue Oct 20, 2020
3:00PM PT - 6:00PM PT
Online
Online
Thu Oct 22, 2020
3:00PM PT - 6:00PM PT
Online

Contact Us

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