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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.

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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

January 9 - March 20

Thursday 6:30PM - 9:30PM PT

Available

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Instructor: Jonathan Panossian

400779

Fee:

$855.00

In Person

Location: Remote Classroom , UCLA Extension Lindbrook Center in Westwood

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Notes

Visitors not permitted. Materials required. Internet access required.

This section is made up of in person and online instruction.

International Students: This section is considered in person for immigration purposes.

Refund Deadline

No refunds after January 22, 2025

Course Requirements

Book: Estate Planning (13th Edition) by Dalton

Money Education

ISBN 9781946711007

Course syllabus not yet available.

Schedule

Type

Date

Time

Location

Lecture

Thu Jan 9, 2025

6:30PM PT - 9:30PM PT