34 hours of MCLE credit available, including 1 hourof Legal Ethics and 0.5 hour of Elimination of Bias.36 hours of California Department of Insurance continuing education credit available.
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 also are covered.
Required course in the Personal Financial Planning Certificate. Core course in the Taxation Certificate.
Enrollment deadline: Apr 18
UCLA: 161 Dodd Hall
April 2 - June 18
12 meetings total
(no mtg 5/28; 1 mtg to be arranged)