Course

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.

Recommended Prerequisites:



Sections Open for Enrollment:

Open Sections and Schedule
Start / End Date Units Location Cost Instructor
06-20-2019 to 09-05-2019 3.5 CLASSROOM $720

Richard C Dayton

Enroll

Schedule

Date: Start Time: End Time: Meeting Type: Location:
Thu, 06-20-2019 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Thu, 07-11-2019 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Thu, 07-18-2019 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Thu, 07-25-2019 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Thu, 08-01-2019 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Thu, 08-08-2019 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Thu, 08-15-2019 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Thu, 08-22-2019 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Thu, 08-29-2019 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Thu, 09-05-2019 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA