Estate Planning

This study of estate planning is designed to equip financial planners to identify and solve estate problems from the financial planning perspective (without practicing law). The course covers a wide range of topics and issues, including 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, business interests, post-death problems and analysis of recent tax changes as they apply to estate planning.


Note(s): MCLE--Minimum Continuing Legal Education State Board of CA, 30 hours.




[Former #1743]

Prerequisites :


Offering code Offering title
FPLN.X400 Personal Financial Planning, Survey
FPLN.X409 Applied Mathematics for Financial Planning