ESTATE PLANNING

Estate Planning
Course Format: Classroom
School/Trainer: UTS Continuing Professional Education [All Courses]
Training Center(s)/Venue(s): Sydney, NSW, Australia
Jobs & Resumes: Sydney
Houses & Roommates: Sydney

This intensive course will provide a sound framework that integrates financial, legal and taxation knowledge to allow competent client advice in relation to estate planning, legal accountabilities and intentions. The course introduces a shift to a more client centred approach, and collaborative professional practice. It provides a Valuable combination of theory and practice, with a combination ......

Course description>>
 

After completing this course, participants will be able to: · Assess and evaluate a client’s exposure to risk · Inform clients on property, life, disability, health and critical illness insurance · Explain the tax treatment of various forms of insurance · Identify and explain to clients the circumstances around when personal trusts or estate freezes are an appr......

Course description>>
 

AIST facilitates the Estate Planning course which is owned, maintained, administered and assessed by Kaplan, Inc. The Estate Planning course is designed to provide students with an understanding of financial planning issues involved prior to, and following, death. Workshop Topics �Estate Planning in Context �Wills, Powers of Attorney, Guardianship �Ownership of Assets and Passing of As......

Course description>>
 

The College offers a Graduate Certificate Program in Estate Planning for students who complete the requirements of the following 3-hour courses: PFP515 Estate Planning (Part I) PFP516 Estate Planning (Part II) PFP580 Issues & Cases in Estate Planning PFP581 Estate Planning for Retirement Benefits ...

Course description>>
 

Estate planning is vital to a total financial plan, especially in your work with high-net-worth clients. This fifth course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, trusts, and more. Study topics include: Estate Planning Process & Goals M......

Course description>>
 

This will be an introduction to laws pertaining to Estate Planning - succession on testacy and the essentials of a valid will; Probate and Administration of Estates; Family Disputes; Family Trusts; and Dependent children and Adults. Students will become familiar with language in the area of will and estate matters, procedures in handling the estate including preparation of final tax returns. S......

Course description>>
 

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