Skip directly to: Navigation for this section | Main page content







Estate Planning


Learn what all accountants, trust officers, attorneys, life insurance underwriters and financial planners need to know to solve estate planning problems. Examine tax objectives, business interests, the unlimited marital deduction and saving the "second tax." Acquire the knowledge to advise on holding title to property, lifetime gifts and trusts, wills and living trusts, life insurance and annuities and post-death tax and legal problems. Review recent tax law changes. 

There is a reading assignment due for the first class meeting: Chapters 1, 2 and 3.


Prerequisite:

Fundamentals of Personal Financial Planning, Income Taxation in Personal Financial Planning, Principles of Financial Analysis or Quantitative Tools for Personal Financial Planning

Instructor(s):

Sabrina Schneweis Coe, J.D., is an attorney, counselor and certified specialist in estate planning, trust and probate law at Downey Brand, LLP. She is dedicated to helping families, individuals and couples plan for life, deal with death and resolve conflicts by providing comprehensive, highly personalized counsel in estate planning and special needs, as well as mediation. A respected lecturer, she enjoys speaking to accountants, lawyers, financial planners, insurance professionals, charitable organizations and parent groups.

When:

Sept. 15-Nov. 17: Mon., 5:30-9 p.m.

Format:

Please provide your email address when enrolling to receive your password. You will receive your password the day after the first class meeting. Be sure to set up your email account to receive email from "extensiondlc.net"; otherwise, the email with your password may not reach your inbox. If you do not receive your password in the time frame noted, please visit the Online Learning Campus Support Center at extensiondlc.net/helpdesk. Open a new ticket, and select "Password Issues" from the Help Topics.

Technical requirements:

Certain elements of this class will be conducted online. You must have a computer with access to the Internet and an email account in order to complete this course. If you plan to access an online course using an iPad, iPod or an iPhone there are a variety of Flash web browsers available in the App Store that can enable your iPad/iPod/iPhone to view Flash content.

Where:

Sutter Square Galleria, 2901 K St, Sacramento, CA

Directions:

Map

Fee:

$795.00 ($845.00 if postmarked after 09/01/2014).

Special Discounts:

10% discount for organizations enrolling three or more people at the same time in the same course. All registrations must be submitted at the same time and fees paid with one check, credit card or purchase order.
10% discount for FPA members

Credit:

3.5 quarter units academic credit, X420.9, 35 MCLE Hours, 35 DOI Hours

Required textbooks:

Estate Planning for Financial Planners, 7th edition by Michael A. Dalton ISBN 9781936602124. Buy this book from the UC Davis Bookstore.

Section:

142PER479

button

 

button

Earn a Certificate

This course is part of these certificate programs:

Taxation

Personal Financial Planning