Estate Planning

MGMT X 439.3

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.

READ MORE ABOUT THIS COURSE
Online
Classroom
Starting at $765.00
As few as 11 weeks
4.0

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.

Winter 2020 Schedule

Available Format(s):

These courses are fully online, and there are no in-person classroom meetings.

Available
-
Instructor: Walter Whitaker
371438
Fee:
$765.00
58 days left. Enroll by Jan 8, 2020
See Details
Notes

Enrollment limited. Materials required.

Students enrolled in this course are eligible to apply for the Joseph G. Devanney Scholarship, which is awarded each academic quarter to offset course fees for MGMT X 430.38 Personal Financial Planning Capstone (classroom or online). The scholarship underwrites the full cost of the course. For more information call (310) 825-7728. Course requirements include each student to produce an online video presentation of a financial plan using digital media.

Refund Deadline
No refunds after January 12, 2020
Course Requirements
Course syllabus not yet available

These courses meet in person and make use of an online presence to varying degrees.

Available
-
Thursday 6:30PM - 9:30PM
Location: UCLA
371744
Fee:
$765.00
59 days left. Enroll by Jan 9, 2020
See Details
Notes

No meeting Nov. 28.

Visitors not permitted. Materials required. 

Students enrolled in this course are eligible to apply for the Joseph G. Devanney Scholarship, which is awarded each academic quarter to offset course fees for MGMT X 430.38 Personal Financial Planning Capstone (classroom or online). The scholarship underwrites the full cost of the course. For more information call (310) 825-7728. Course requirements include each student to produce an online video presentation of a financial plan using digital media.

Refund Deadline
No refunds after January 23, 2020
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Thu Jan 9, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Jan 16, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Jan 23, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Jan 30, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Feb 6, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Feb 13, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Feb 20, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Feb 27, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Mar 5, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Mar 12, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Thu Mar 19, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 154

Contact Us

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