Advanced Estate Planning

MGMT X 439.31

This course examines estate planning techniques designed primarily for individuals with estates of more than $5 million.

READ MORE ABOUT THIS COURSE
Fall
Spring
Live Online
Starting at $459.00
As few as 11 weeks
3.0

What you can learn.

  • Generation-skipping transfers, life insurance planning and irrevocable life insurance trusts
  • Discounted giving techniques, including qualified personal residence trusts, grantor retained annuity trusts, and unitrusts
  • The use of gifts involving family limited partnerships and limited liability companies
  • The use of charitable remainder trusts and charitable lead trusts

About this course:

This course examines estate planning techniques designed primarily for individuals with estates of more than $5 milllion. Included are in-depth examinations of the following topics: generation-skipping transfers, life insurance planning and irrevocable life insurance trusts, and effective uses of charitable remainder trusts and charitable lead trusts. The course also includes an intensive review of discounted giving techniques, including Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts and Unitrusts, and the effective use of gifts involving family limited partnerships and limited liability companies. The instructor encourages the attendance of attorneys, accountants, financial planners, life insurance agents, and trust officers.
Prerequisites
MGMT X 439.3 Estate Planning or consent of instructor.

Winter 2025 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:30PM - 9:00PM PT
Available
See Details
400817
Fee:
$459.00
Live Onlineformat icon
Location: Remote Classroom
Notes

 Materials required.

Refund Deadline
No refunds after January 20, 2025
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Tue Jan 7, 2025
6:30PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Jan 14, 2025
6:30PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Jan 21, 2025
6:30PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Jan 28, 2025
6:30PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Feb 4, 2025
6:30PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Feb 11, 2025
6:30PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Feb 18, 2025
6:30PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Feb 25, 2025
6:30PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Mar 4, 2025
6:30PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Mar 11, 2025
6:30PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Mar 18, 2025
6:30PM PT - 9:00PM PT
Remote Classroom

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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