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Estate Planning


Estate Planning is vital to a total financial plan, especially in your work with high net-worth clients. This 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 grossestate, wills, intestacy, probate, trusts, and more.
  • Estate Planning Process & Goals
  • Methods of Estate Transfer at Death
  • The Federal Estate Tax
  • The Federal Gift Tax
  • Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax
  • Methods of Estate Transfer During Life
  • Estate Liquidity & Postmortem Actions
  • Estate Planning for Special Situations: Incapacity, Family Arrangements & Selecting Fiduciaries

Please visit the College for Financial Planning website at www.cfp.net for more information on becoming certified.

Cost Includes

  • On-site Classroom Instruction
  • College for Financial Planning Course Materials
  • Testing Fees for Financial Planning's Electronic Competency Examination
  • Blackboard Managed Hosting Platform -
    • Students will be administered Practice Tests, which they will be required to take for discussion and review in class.
    • Discussion Boards - students will be required to participate in weekly discussions, whereby they will be required to post their response to the Question posed by the Instructor and respond to two other classmates within the weekly discussion.
    • Student will be able to contact the Instructor through Blackboard to answer any questions and ask for assistance when outside the classroom environment.
* Discounts available.


Save with Early Registration!

Register 21 days before class start date and save 10%!
Enter Discount Code EARLY10 during registration.


Session Dates Session Time Location Price Registration
6/23/15 - 8/25/15 6:00 p.m. - 9:30 p.m.
Columbia $1295.00

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Group Training Available

UMBC Training Centers can deliver any of our courses in a group training environment at our facilities or yours. Group training can be an effective and economical method to quickly assure competency and consistency of knowledge and skills within an organization or department.
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