Visitors not permitted. Materials required. Internet access required.
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.
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
400779
Fee:
$855.00
In Person
Location:
UCLA Extension Lindbrook Center in Westwood
,
Remote Classroom
Notes
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
UCLA Extension Lindbrook Center in WestwoodUCLA Extension Lindbrook Center
Lecture
Thu Jan 16, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in WestwoodUCLA Extension Lindbrook Center
Lecture
Thu Jan 23, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in WestwoodUCLA Extension Lindbrook Center
Lecture
Thu Jan 30, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in WestwoodUCLA Extension Lindbrook Center
Lecture
Thu Feb 6, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in WestwoodUCLA Extension Lindbrook Center
Lecture
Thu Feb 13, 2025
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in WestwoodUCLA 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
This course applies towards the following certificates & specializations…
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