Estate Tax Planning
| Course Number: | XCPD-024 |
| Related Programs: | Certificate in Financial Planning |
Course Description:
This course presents estate planning and the taxation of estates for the purposes of financial planning. Topics covered by this course include the tax implications of gifts and bequests, federal estate tax, revocable and irrevocable trusts, including bypass and marital deduction trusts.
Course Objectives:
Upon completing this course, students will:
- Gain a firm grasp of estate planning concepts.
- Learn more about the tax implications of estate taxes, gift taxes, fiduciary income taxes, and beneficiary income taxes.
- Learn how a decedent’s property is transferred to others within and without the probate process.
Course Requirements:
Students must receive a "C" grade or above to pass this course. Please review our program policies here.
XCPD-024
Estate Tax Planning
| Semester Section |
Location | Tuition CEUs |
Class Meets | Faculty |
|---|---|---|---|---|
| Fall 2011 Section 01 | Clarendon 238 | $920.00 3.40 CEUs | March 30, 2012 - April 21, 2012 3/30, 3/31, 4/13, 4/14, 4/20, 4/21 Fri 5:10 PM - 8:45 PM Sat 8:15 AM - 5:05 PM. Final session until 12:00 pm. | Michael Dalton |
| Please Note: This course is required for the Certificate in Financial Planning. | ||||
| Spring 2012 Section 01 | Clarendon 240 | $920.00 3.60 CEUs | July 13, 2012 - August 11, 2012 7/13, 7/14, 7/27, 7/28, 8/10, 8/11 Fri 5:10 PM - 8:45 PM Sat 8:15 AM - 5:05 PM | Michael Dalton |
| Please Note: This course is required for the Certificate in Financial Planning. | ||||