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.
Spring 2020 Schedule
These courses are fully online and have no regular meeting times.
Enrollment limited. Materials required.
To order the below textbook - please contact the publisher direct (see below)
Money Education - https://www.money-education.com/texts/insurance-planning