Estate Planning

at school(s) in Australia or delivered online/live/on-site/by e-learning

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>>
 

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......

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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......

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This course explores the paralegal’s role in estate planning. The requirements of creating enforceable wills and trusts will be covered, and study of resulting and constructive trusts will be provided. This is an accelerated course. You will be expected to spend an average of at least 8 hours per week reading and completing writing assignments. This course is the equivalent of at least......

Course description>>
 

Covers topics #68 - #89 of CFP Board’s Job Knowledge Requirements. Preservation of property and the ability to have that property meet clients’ long-term financial objectives for their beneficiaries is the focus of this course. Topics address the federal and state estate tax systems, and include taxes on transfers of wealth, gifts and bequests, trusts, and charitable transfers,etc.......

Course description>>
 

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