This course is part of the PFP Evening/Online program and is designed to teach students to solve estate planning problems including a review of the impacts of recent tax law changes.
What you can learn.
- Learn how to work with a client to determine their needs, goals, and objectives
- Understand which estate planning tools will help them best achieve these needs, goals, and objectives
- Discuss with others in the course how to explain these estate planning tools to clients
About this course:This course is designed to aid accountants, trust officers, attorneys, life insurance underwriters, and financial planners in solving estate planning problems. Topics include tax objectives, wills and living trusts, the unlimited marital deduction, saving the "second tax," holding title to property, lifetime gifts and trusts, life insurance and annuities, employee benefit plans, business interests, and post-death problems. Recent tax law changes are also covered.
Summer 2021 Schedule
Course content is delivered through an online learning platform where you can engage with your instructor and classmates. There are no required live meetings, but assignments are due regularly.