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 (In-Person)
Starting at $795.00
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.

Winter 2023 Schedule

Date & Time
Details
Format
 
-
Thursday 6:00PM - 8:00PM PT
Available
See Details
389975
Fee:
$795.00
Hybrid (In-Person)format icon
Location: UCLA Extension Lindbrook Center in Westwood
ENROLL BY: Jan 12, 2023
See Details
Notes

Visitors not permitted. Materials required. Internet access required.

Refund Deadline
No refunds after January 25, 2023
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Thu Jan 12, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211
Lecture
Thu Jan 19, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211
Lecture
Thu Jan 26, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211
Lecture
Thu Feb 2, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211
Lecture
Thu Feb 9, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211
Lecture
Thu Feb 16, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211
Lecture
Thu Feb 23, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211
Lecture
Thu Mar 2, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211
Lecture
Thu Mar 9, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211
Lecture
Thu Mar 16, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211
Lecture
Thu Mar 23, 2023
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 211

Contact Us

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

This course applies towards the following certificates & specializations…

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