Executive Education Classes

FP600: Estate Planning
Class Date(s) Friday, Feb 16 2024 5:30PM-9:30PM  
Saturday, Feb 17 2024 8:30AM-5:30PM  
Friday, Feb 23 2024 5:30PM-9:30PM  
Saturday, Feb 24 2024 8:30AM-5:30PM  
Saturday, Mar 2 2024 8:30AM-5:30PM  
Saturday, Mar 9 2024 8:30AM-3:30PM  
Class# 2310560  

Save this Class to Outlook (Click & Open)

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
1845 E. Northgate Drive
Irving, TX   75062