Estate Planning Course

Program Overview

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This online estate planning course covers tax objectives, wills, trusts, and other estate planning tools. It is designed for professionals seeking to enhance their knowledge in estate planning and is taught by Walter Whitaker. The course runs in two sessions in Spring and Summer 2024 and offers flexible learning with no set meeting times.

Program Outline

Outline:

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Course Content:

• Tax objectives
• Wills and living trusts
• Unlimited marital deduction
• Saving the "second tax"
• Holding title to property
• Lifetime gifts and trusts
• Life insurance and annuities
• Employee benefit plans
• Business interests
• Post-death problems
• Recent tax law changes

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Course Structure:

• Online course with no set meeting times

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Course Schedule:

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Spring 2024:

• April 1 - June 16

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Summer 2024:

• June 24 - September 8

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Individual Modules:

No individual modules are specified in the provided context.

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Teaching:

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Teaching Methods:

• Online instruction

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Faculty:

• Walter Whitaker

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Unique Approaches:

• Focus on solving estate planning problems
• Review of recent tax law changes

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Careers:

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Potential Career Paths:

• Accountant
• Trust officer
• Attorney
• Life insurance underwriter
• Financial planner

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Opportunities:

• Aid in solving estate planning problems
• Understand estate planning tools
• Explain estate planning tools to clients