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Overview

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

1. Estate Planning Process & Goals
2. Methods of Estate Transfer at Death
3. The Federal Estate Tax
4. The Federal Gift Tax
5. Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax
6. Methods of Estate Transfer During Life
7. Estate Liquidity & Postmortem Actions
8. 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	Included
$1,195	Instruction, College for Financial Planning course materials and testing fees for the College for Financial Planning's electronic competency examination

* Discounts available - click here for more information.

Location: UMBC Training Centers, South Campus, 1442 S. Rolling Road, Baltimore, MD 21227

• 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.