CFP-506: ESTATE PLANNING

Course: CFP-506: ESTATE PLANNING

This Course is for Fidelity Employees Only

Course Overview: This course provides an overview of estate planning and the various strategies and techniques available for creating an effective estate plan. Transfer taxes such as gift, estate, and generation-skipping transfer taxes are introduced along with planning techniques to minimize taxes on wealth transfers. The non-tax aspects of estate planning, such as the estate planning process, probate, property ownership, planning for incapacity, and estate planning for business owners, are also studied in this course. Documents such as wills, trusts, powers of attorney, and powers of appointment are addressed.

Faculty: Rodney Weaver

FALL Course Dates: MONDAYS, SEPT. 11 – NOV. 13, 2023
WINTER Course Dates: Not Offered in the Winter
SPRING Course Dates: MONDAYS, MAR. 25 – JUN. 03, 2024
SUMMER Course Dates: Not Offered in the Summer

Refund: Refunds will be permitted to a student if a course is canceled due to low enrollment or if a student decides to drop the course before the class meets for the second time.