FP106 - Estate Planning

FP106 - Estate Planning

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Course Schedule

Tuition	Date	Meeting Times	Room #	Location	Instructor	Register
$895	1/25/10-4/5/10	Click for detail	HQ	Waltham Waltham, MA	Ploss	Register
$895	1/26/10-3/30/10	Click for detail	TBA	Charles River Campus Boston, MA	Carcone	Register

Course description

This course provides an introduction to gift, estate, and generation-skipping transfer taxes at both the state and federal levels, and to the many planning techniques used to minimize the impact of these taxes on transfers of wealth. It explores the income-tax effects of gifts and bequests, with particular attention to the limitations on income-shifting imposed by the Tax Reform Act of 1986. The nontax aspects of estate planning, including the estate planning process, wills, trusts, durable powers of attorney, powers of appointment, and probate procedure are also studied. The course stresses the need for balancing tax and non tax considerations in creating successful estate plans.

Who should attend

Recent college graduates, career changers, retirees, and financial services professionals.

Prerequisites

FP 101 Introduction to Financial Planning (FP 102, and FP 104 strongly recommended).

Please note that prices are subject to change.