MGMT X 430.515
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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.
Please note: This accelerated course is restricted to students in the Personal Financial Planning: Accelerated Online certificate program only.
What you can learn.
- Understand 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