Enrollment limited. Internet access required. Materials required.
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.
Starting at $855.00
As few as 11 weeks
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 2023 Schedule
Date & Time
This section has no set meeting times.
Instructor: Walter Whitaker
ENROLL BY: Jun 26, 2023See Details
No refunds after June 30, 2023
Book: Estate Planning (13th Edition) by Dalton
Course syllabus not yet available.
Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
This course applies towards the following certificates & specializations…
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