Estate Planning (FP VI)

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ESTATE PLANNING

Financial Planning is one of the fastest growing career paths and the CFP® certification is one of the most recognized and sought-after certifications. Pace University's Financial Planning Certificate Program is recognized by the Certified Financial Planner Board of Standards, Inc. Our program meets the educational requirements set by the CFP Board and prepares students to take the national CFP® Certification Examination. 

There are seven required courses within the program:  Fundamentals of Financial Planning; Insurance Planning; Investment Planning; Income Tax Planning; Retirement Planning & Employee Benefits; Estate Planning; and Capstone in Financial Planning.
Estate Planning (FP VI)
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Start Date: Tuesday, March 11, 2014

Early Registration Fee:  $715.00
After February 14, 2014: $790.00
Location: 551 5th Avenue, 8th Floor, New York, NY


Start Date: Thursday, June 19, 2014

Early Registration Fee:  $715.00
After May 23, 2014: $790.00
Location: 1 Martine Avenue, White Plains, NY

  Remember to use discount code DISC75 to receive your $75 tuition discount per course if you register on or before the early registration date.

 

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Course Description

This course reviews the estate, gift and generation skipping transfer tax system and the techniques available to the financial planner to sit down and discuss a client's estate plan opportunities. It provides an overview of the probate process and how the titling of assets affects the transfer of assets of an estate.

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You Will Learn To

Federal Estate Tax system
Gift Taxes and gifting technique
Generation Skipping Transfer Tax and transfer implications to grandchildren
Probate and Non-probate assets within the probate process

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Who Should Enroll

Professionals, college graduates, career changers who want a career in financial planning or individuals who want to learn about the financial planning process for their own personal use. This certificate program is designed to fulfill the educational requirements necessary to sit for the Certified Financial Planner™ certification examination.

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Course Format

One night a week for 11 weeks. 6 pm – 9:30 pm, unless otherwise noted. 

Instructor-led.  Our instructors are all working in their field, bringing their professional experience and connections to the classroom.

Early Registration Fee: $715.00

Standard Fee: $790.00

Qualifies for 38 CPE credits

Location: Refer to Start Date above

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Questions?

Please contact us at (888) 561-7223 or continuinged@pace.edu

Outline

The material in this course covers topics relating to:

Characteristics and consequences of property titling
Methods of property transfer at death
Estate planning documents
Gifting strategies
Gift tax compliance and tax calculation
Incapacity planning
Estate tax compliance and tax calculation
Sources for estate liquidity
Powers of appointment
Types, features, and taxation of trusts
Qualified interest trusts
Charitable transfers
Use of life insurance in estate planning
Marital deduction
Deferral and minimization of estate taxes
Intra-family and other business transfer techniques
Generation-skipping transfer tax (GSTT)
Fiduciaries
Income in respect of a decedent (IRD)
Postmortem estate planning techniques
Estate planning for non-traditional relationships



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.