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
Fall
Winter
Spring
Summer
Hybrid (Remote)
Starting at $765.00
As few as 11 weeks
4.0
3.3

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 2022 Schedule

Date & Time
Details
Format
 
-
Monday 6:30PM - 8:30PM PT
Future Offering (Opens January 31, 2022 12:00:00 AM)
See Details
385863
Fee:
$765.00
Hybrid (Remote)format icon
Location: Remote Classroom
Notes

Enrollment limited. Internet access required. Materials required. No meeting May 30; One meeting TBA

Refund Deadline
No refunds after April 01, 2022
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Mon Mar 28, 2022
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Mon Apr 4, 2022
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Mon Apr 11, 2022
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Mon Apr 18, 2022
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Mon Apr 25, 2022
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Mon May 2, 2022
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Mon May 9, 2022
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Mon May 16, 2022
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Mon May 23, 2022
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Mon May 30, 2022
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Mon Jun 6, 2022
6:30PM PT - 8:30PM PT
Remote Classroom

Contact Us

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

This course applies towards the following certificates & specializations…

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