The estate planning course begins with a presentation of the basics that will form the foundation of knowledge students need as working financial services professionals. The estate planning process, the basic documents needed for an estate plan such as a will, durable power of attorney for healthcare and an advanced medical directive. The course continues with a discussion regarding property ownership, assets that pass through and around the probate process, gift and estate taxes, and planning techniques to reduce an individual’s tax liability.
Continuing Education Units (CEU) : 4

You'll walk away with

• Familiarity with estate planning
• An understanding of how the federal estate tax system works and what to consider when doing estate planning

Ideal for

• Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination
• Those interested in a career in financial planning