Course Detail

Estate Planning FP106

Tuition: $945
Dates: 5/16/19 - 8/1/19
Location: Charles River Campus Boston, MA
Room Number: TBD
Instructor: Loftin
Register:
Meeting Times:
  • Thurs. May 16, 2019  6-9 PM
  • Thurs. May 23, 2019  6-9 PM
  • Thurs. May 30, 2019  6-9 PM
  • Thurs. Jun 06, 2019  6-9 PM
  • Thurs. Jun 13, 2019  6-9 PM
  • Thurs. Jun 20, 2019  6-9 PM
  • Thurs. Jun 27, 2019  6-9 PM
  • Thurs. Jul 11, 2019  6-9 PM
  • Thurs. Jul 18, 2019  6-9 PM
  • Thurs. Jul 25, 2019  6-9 PM
  • Thurs. Aug 01, 2019  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

  • REQUIRED:Tomin-Carcone- Principles of Estate Planning 3rd edition ISBN: 978-1-949506-04-4 National Underwriter . Students can order from publisher National Underwriter to receive a discount.

Please note that prices are subject to change.