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
11 weeks
4.0 Credits

What you will learn.

  • Learn about wills and living trusts; the unlimited marital deduction; holding title to property; lifetime gifts and trusts; life insurance and annuities; employee benefit plans; business interests; and post-death problems

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.

Fall 2018 Schedule

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

Available
-
Instructor: Walter Whitaker
363526
Fee:
$765.00
40 days left. Enroll by Sep 26, 2018
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after October 3, 2018
Course Requirements

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

Available
-
Monday 6:30PM - 9:30PM
Location: UCLA
Instructor: Jeffrey Geida
363707
Fee:
$765.00
38 days left. Enroll by Sep 24, 2018
See Details
Notes

No meeting November 12.

Visitors not permitted. Materials required.

Refund Deadline
No refunds after October 8, 2018
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Mon Sep 24, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Oct 1, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Oct 8, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Oct 15, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Oct 22, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Oct 29, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Nov 5, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Nov 12, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Nov 19, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Nov 26, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Mon Dec 3, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 154

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