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, walls, intestacy, probate, trusts, and more.

Topics covered:

• Estate Planning Process and Goals
• Methods of Estate Transfer at Death
• The Federal Estate Tax
• The Federal Gift Tax
• Methods of Estate Transfer During Life
• Estate Planning Issues Related to Generation-Skipping Transfer Tax and Income Tax
• Estate Liquidity and Postmortem Actions
• Estate Planning for Special Situtations: Incapacity, Family Arrangements, and Selecting Fiducaries

Spring 2009
Tuesdays, February 24 - May 5, 2009
7 p.m. - 10 p.m.
Tuition: $695 (Textbooks not included)

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