34 hours of MCLE credit available, including one hour of Legal Ethics and one half-hour of Elimination of Bias. 36 hours of California Department of Insurance continuing education credit available.
This online 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. For technical requirements click here.
Required course in the Certificate in Personal Financial Planning. Core course in the Certificate in Taxation.