Course Detail

Estate Planning FP106

Tuition: $945
Dates: 9/18/18 - 11/27/18
Location: CAS-Coll of Arts/Sciences (725 Comm Ave) Boston, MA
Room Number: 321
Instructor: Bonazzoli
Register:
Meeting Times:
  • Tues. Sep 18, 2018  6-9 PM
  • Tues. Sep 25, 2018  6-9 PM
  • Tues. Oct 02, 2018  6-9 PM
  • Tues. Oct 09, 2018  6-9 PM
  • Tues. Oct 16, 2018  6-9 PM
  • Tues. Oct 23, 2018  6-9 PM
  • Tues. Oct 30, 2018  6-9 PM
  • Tues. Nov 06, 2018  6-9 PM
  • Tues. Nov 13, 2018  6-9 PM
  • Tues. Nov 20, 2018  6-9 PM
  • Tues. Nov 27, 2018  6-9 PM

Course Description

This course provides an overview of estate planning and the various strategies and techniques available for creating an effective estate plan. Transfer taxes such as gift, estate and generation-skipping transfer taxes are introduced along with planning techniques to minimize taxes on wealth transfers. The non-tax aspects of estate planning, such as the estate planning process, probate, property ownership, planning for incapacity and estate planning for business owners are also studied in this course. Documents such as wills, trusts, powers of attorney and powers of appointment are addressed.

Who should attend

Recent college graduates, career changers, retirees, and financial services professionals.

Prerequisites

FP 101 Introduction to Financial Planning (FP 102, and FP 104 strongly recommended).

Prerequisites

FP 101 (FP 104 is highly recommended)

Scheduling Details

  • Fall, Spring, Summer

Textbooks and Class Materials

  • "Tomin & Carcone, Principles of Estate Planning, 2nd Edition, 2015 (National Underwriter) (REQUIRED) " This textbook can be ordered directly from the publisher: nationalunderwriter.com/reference-bookstore/estate-planning/principles-of-estate-planning-2.html

Please note that prices are subject to change.