Executive Education Classes

FP600: Estate Planning
Class Date(s) Friday, Oct 4 2024 5:30PM-9:30PM  
Saturday, Oct 5 2024 8:30AM-5:30PM  
Friday, Oct 11 2024 5:30PM-9:30PM  
Saturday, Oct 12 2024 8:30AM-5:30PM  
Saturday, Oct 19 2024 8:30AM-5:30PM  
Saturday, Oct 26 2024 8:30AM-5:30PM  
Class# 2410599  

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Description

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
Seats  
Class Location
Online With Live Professor
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