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Estate Planning course Online Course Information

 

Estate Planning course

   
 
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Course Title:
Estate Planning course
School:
University of California, Irvine
Description:
Learn how to guide your clients in protecting and transferring their wealth. If you are a trust officer, attorney, life insurance underwriter or financial planner, this course gives you the fundamental background you need to know in proactively meeting your clients' estate planning needs. Gain an insider's grasp of tax objectives, wills and living trusts, the unlimited marital deduction and saving the "second tax," while exploring the most advanced concepts and methods relating to lifetime gifts and trusts, holding title to property, life insurance and annuities, business interest, post-death tax and legal problems. You will also update your knowledge by reviewing recent tax law changes.
Learning Format:
Online   (?)
Education Level:
Continuing Education
Language:
English
Cost:
$550
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Facts & Figures
Institutional Accrediting Agency:   (?)
UC Irvine is accredited by the Western Association of Schools and Colleges. All courses & certificated programs offered by UC Irvine Extension are in accordance with Extension policy and regulations of the Academic Senate of the University of California.
Address:
P.O. Box 6050
Irvine, CA 92616-6050
US
Institution Type:   (?)
Public Higher Education
Delivery Format: (?)
Online, on-campus, accelerated (3-day intensive)
Carnegie Classification: (?)
Doctoral/Research University—Extensive
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