MGMT X 439.3 - Estate Planning
145794
Delivery Options
In-Person
and
Online
Loading...
Course Description
This course is designed to aid accountants, trust officers, attorneys, life insurance underwriters and financial planners in solving estate planning problems. Topics include tax objectives, wills and living trusts, the unlimited marital deduction, saving the "second tax," holding title to property, lifetime gifts and trusts, life insurance and annuities, employee benefit plans, business interests and post-death problems. Recent tax law changes are also covered.Course Outline
This course is part of the PFP Evening/Online program and is designed to teach students to solve estate planning problems including a review of the impacts of recent tax law changes.Notes
Contact:Philip Williams
pwilliams@unex.ucla.edu
Accrediting Associations
Applies Towards the Following Certificates
- General Business Studies : Electives - Business Management
- General Business Studies with Concentration in Accounting : Electives - Business Management
- General Business Studies with Concentration in Entrepreneurship : Electives - Business Management
- General Business Studies with Concentration in Finance : Electives - Business Management
- General Business Studies with Concentration in International Trade and Commerce : Electives - Business Management
- General Business Studies with Concentration in Leadership : Electives - Business Management
- General Business Studies with Concentration in Marketing : Electives - Business Management
- General Business Studies with Concentration in Real Estate : Electives - Business Management
- Personal Financial Planning : Core Courses
- Study Abroad at UCLA Program : Required
- Tax Planning for Individuals : Required Courses
Loading...
Review Sections
Required fields are indicated by .
