ESTATE PLANNING

Dates:April 4-26, 2014
Meets:F from 6 to 9:35 PM and Sa from 8:45 AM to 5 PM, 6 sessions
Location:TEMPLE UNIVERSITY CENTER CITY
Fee: $0.00

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.


Course Description

This course will provide students with an introduction to estate planning and the taxation of estates for the purposes of financial planning. In addition, the overall tax implications of gifts and bequests will be presented in a manner that provides students with taxation avoidance and minimization techniques to be used when planning a client's estate.

*While every effort is made to ensure that classes meet every other weekend, holidays and local events prevent this accommodation. When appropriate, an added weekend was put into place due to a holiday weekend and is denoted by an asterisk.