Executive Education Classes

FP600: Estate Planning
Class Date(s) Wednesday, Mar 19 2025 6:00PM-10:00PM  
Wednesday, Mar 26 2025 6:00PM-10:00PM  
Wednesday, Apr 2 2025 6:00PM-10:00PM  
Wednesday, Apr 9 2025 6:00PM-10:00PM  
Wednesday, Apr 16 2025 6:00PM-10:00PM  
Wednesday, Apr 23 2025 6:00PM-10:00PM  
Wednesday, Apr 30 2025 6:00PM-10:00PM  
Wednesday, May 7 2025 6:00PM-10:00PM  
Saturday, May 10 2025 8:30AM-5:30PM  
Class# 2410610  

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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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