ESTATE PLANNING schools in USA:
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Training Courses for:
ESTATE PLANNING
at school(s) in United States or delivered online/live/on-site/by e-learning
Total 14 training course(s) available.
Estate Planning
Course Format: Classroom
School/Trainer: UCLA Extension [All Courses]
Training Center(s)/Venue(s): Los Angeles, California, United States
Jobs & Resumes: Los Angeles
Houses & Roommates: Los Angeles 34 hours of MCLE credit available, including 1 hour of Legal Ethics and 0.5 hour of Elimination of Bias. 36 hours of California Department of Insurance continuing education credit available. 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 livin......
Course description>>
Income/Estate Planning for Closely Held Businesses (Master Degree)
Course Format: Classroom
School/Trainer: Duquesne University [All Courses]
Training Center(s)/Venue(s): Pittsburgh, Pennsylvania, United States
Jobs & Resumes: Pittsburgh
Houses & Roommates: PittsburghThis course is concerned with business decisions in areas where taxation plays an important role. It deals with the tax background that management must have in order to make its day-to-day decisions, and describes those phases of taxation which are general elective responsibilities.
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Course description>>
Tools & Techniques of Basic Estate Planning
Course Format: Classroom
School/Trainer: Kirkwood Community College Continuing Education [All Courses]
Training Center(s)/Venue(s): Grant Wood, Iowa, United States
Jobs & Resumes: Grant Wood
Houses & Roommates: Grant Wood4 hours Insurance CE. There are numerous techniques available to everyone to aid them in settling their estate in a cost effective manner. Unfortunately, many people have not done even the most basic requirements of estate planning. This course will allow the insurance professional to review several basic techniques available to help clients settle their estates while minimizing the costs to do......
Course description>>
ESTATE PLANNING
Course Format: Classroom
School/Trainer: Berkeley College [All Courses]
Training Center(s)/Venue(s): NEWARK, PARAMUS, WEST PATERSON, WOODBRIDGE, NJ, United States
Jobs & Resumes: NEWARK, PARAMUS, WEST PATERSON, WOODBRIDGE
Houses & Roommates: NEWARK, PARAMUS, WEST PATERSON, WOODBRIDGEThis course considers property transfer at death, gifting strategies, incapacity planning, trusts, and charitable giving.
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Course description>>
Estate Planning Certificate (Online)
School/Trainer: College for Financial Planning [All Courses]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
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Course description>>
Estate Planning (Certificate) (Online)
School/Trainer: College for Financial PlanningEstate 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>>
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