Estate Planning

MGMT X 439.3

This course is part of the PFP Evening/Online program and is designed to teach students to solve estate planning problems including a review of the impacts of recent tax law changes.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
In Person
Starting at $855.00
As few as 11 weeks
4.0

What you can learn.

  • Learn how to work with a client to determine their needs, goals, and objectives
  • Understand which estate planning tools will help them best achieve these needs, goals, and objectives
  • Discuss with others in the course how to explain these estate planning tools to clients

About this course:

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 are also covered.

Winter 2025 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
Future Offering (Opens November 04, 2024 12:00:00 AM)
See Details
400779
Fee:
$855.00
In Personformat icon
Location: UCLA Extension Lindbrook Center in Westwood , Remote Classroom
Notes

Visitors not permitted. Materials required. Internet access required.

Refund Deadline
No refunds after January 22, 2025
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Thu Jan 9, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
Lecture
Thu Jan 16, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
Lecture
Thu Jan 23, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
Lecture
Thu Jan 30, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
Lecture
Thu Feb 6, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
Lecture
Thu Feb 13, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
Lecture
Thu Feb 20, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Feb 27, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Mar 6, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Mar 13, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Mar 20, 2025
6:30PM PT - 9:30PM PT
Remote Classroom

Contact Us

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

This course applies towards the following certificates & specializations…

Ready to start
your future?
By signing up, you agree to UCLA Extension’s Privacy Policy.

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Lifelong Learning

See More