Executive Education Classes

FP600: Estate Planning
Class Date(s) Friday, Feb 28 2020 5:30PM-9:30PM  
Saturday, Feb 29 2020 8:30AM-5:30PM  
Friday, Mar 6 2020 5:30PM-9:30PM  
Saturday, Mar 7 2020 8:30AM-5:30PM  
Saturday, Mar 14 2020 8:30AM-5:30PM  
Saturday, Mar 21 2020 8:30AM-5:30PM  
Class# 1910292  

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This course covers planning and managing federal estate and gift tax planning and opportunities. The perspectives of a variety of parties are considered including heirs, fiduciaries, estates, trusts, beneficiaries, donors, and donees. Topics include asset valuation, estate tax deductions, exemptions and credits. Significant time is given to the transfer of amount at death and the dispositive tools available to clients.

Price $800.00
Class Location
TD Ameritrade
4600 Alliance Gateway Freeway
Fort Worth, TX   76177