Estate Planning

Master the fundamentals of the estate planning process. Topics include: the principles of estate and gift taxation; pitfalls and weaknesses; the concept of a unified transfer system; techniques to plan a client's estate; features of trusts, property ownership, marital and charitable considerations; intra-family transfers; life insurance; gifts; and post-mortem planning techniques. Qualifies for 30 CPE credits.
SUMMER 2013
White Plains Campus
(Lubin Graduate Center)
New York City Campus
(Midtown Center)
CFP 0106 - Estate Planning
Wednesdays, June 19 – August 21, 2013
Course Reference #90229
Early Registration Tuition: $621.00
$690.00 after 05/24/13
CFP 0106 - Estate Planning
Thursdays, June 20 – August 29, 2013
Course Reference #90640
Early Registration Tuition: $621.00
$690.00 after 05/24/13
  Register Now!

Classes in Westchester and New York City
Call 1-800-72-PACE-U (727-2238) or e-mail us at cpe@pace.edu

Feedback/Comments

Disclaimer: Pace University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) ® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.