Estate Planning (Module V)
Estate Planning is vital to a total financial plan, especially in your work with high net-worth clients. This course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, trusts, and more.
Topics
- Estate Planning Process & Goals
- Methods of Estate Transfer at Death
- The Federal Estate Tax
- The Federal Gift Tax
- Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax
- Methods of Estate Transfer During Life
- Estate Liquidity & Postmortem Actions
- Estate Planning for Special Situations: Incapacity, Family Arrangements & Selecting Fiduciaries
Please visit the College for Financial Planning website at www.cfp.net for more information on becoming certified.
Duration: 10 Weeks, 1 evening per week
Tuition: There are two tuition options for this program:
Option Tuition Included Option 1 $1,195* Instruction, College for Financial Planning course materials and testing fees for the College for Financial Planning's electronic competency examination Option 2 $1,298* Above plus the additional required text
Required Text: Estate Planning for Financial Planners, current edition by Michael Dalton
Location: UMBC Training Centers, South Campus, 1442 S. Rolling Road, Baltimore, MD 21227
Date: June 25, 2008 - September 3, 2008 (Wednesday Evenings, 6:00 p.m. - 9:45 p.m., no class July 2nd)
*Register and pay for this class three weeks prior to the class for a $50.00 discount.
Click here to download and complete the registration form to mail in or fax.
Click here to request additional information or to be added to the interest list for this course.