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.

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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

Fall 2021 Schedule

November 9 - December 9

Tuesday, Thursday 3:00PM - 6:00PM PT

Available

See Details

Instructor: Linda Hewitt

381074

Fee:

$785.00

Online

Location: Online

Updating...

ENROLL BY: Nov 9, 2021

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 November 11, 2021

Course Requirements

Course syllabus not yet available

Schedule

Type

Date

Time

Location

Online

Tue Nov 9, 2021

3:00PM PT - 6:00PM PT

Online

Thu Nov 11, 2021

3:00PM PT - 6:00PM PT

Online

Tue Nov 16, 2021

3:00PM PT - 6:00PM PT

Online

Thu Nov 18, 2021

3:00PM PT - 6:00PM PT

Online

Tue Nov 23, 2021

3:00PM PT - 6:00PM PT

Online

Thu Nov 25, 2021

3:00PM PT - 6:00PM PT

Online

Tue Nov 30, 2021

3:00PM PT - 6:00PM PT

Online

Thu Dec 2, 2021

3:00PM PT - 6:00PM PT

Online

Tue Dec 7, 2021

3:00PM PT - 6:00PM PT

Online

Thu Dec 9, 2021

3:00PM PT - 6:00PM PT

Online

Winter 2022 Schedule

February 15 - March 10

Tuesday, Thursday 3:00PM - 6:00PM PT

Future Offering (Opens November 01, 2021 12:00:00 AM)

See Details

Instructor: Linda Hewitt

383198

Fee:

$785.00

Online

Location: Online

Updating...

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 February 17, 2022

Course Requirements

Course syllabus not yet available

Schedule

Type

Date

Time

Location

Online

Tue Feb 15, 2022