CFP 506 Estate Planning - Spring 2025

REGISTRATION/PAYMENT DEADLINE: WEDNESDAY, MARCH 19, 2025

This course provides an overview of estate planning and the various strategies and techniques available for creating an effective estate plan. Transfer taxes such as gift, estate, and generation-skipping transfer taxes are introduced along with planning techniques to minimize taxes on wealth transfers. The non-tax aspects of estate planning, such as the estate planning process, probate, property ownership, planning for incapacity, and estate planning for business owners, are also studied in this course. Documents such as wills, trusts, powers of attorney, and powers of appointment are addressed. 

NOTE: NO CLASS ON MAY 26TH (MEMORIAL DAY)