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.
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.
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White Plains Campus (Lubin Graduate Center) |
New York City Campus (Midtown Center) |
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CFP 0106 - Estate Planning Wednesdays, June 19 – August 21, 2013 Course Reference #90229 Early Registration Tuition: $621.00
$690.00 after 05/24/13
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CFP 0106 - Estate Planning Thursdays, June 20 – August 29, 2013 Course Reference #90640 Early Registration Tuition: $621.00
$690.00 after 05/24/13
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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.
