Estate Planning

Average rating: Rating: 4.5/5

MGMNT X 439.3

4.00 units

Reg. # Status Location Start Date Qtr/Yr Fee
Y1369W Closed UCLAUCLA: 161 Dodd Hall
4/2/2012 SP 12 $465 Notify Me

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
Monday, 6:30-9:30pm,
April 2 - June 18


12 meetings total

(no mtg 5/28; 1 mtg to be arranged)