Course Description –
This course focuses on basic estate planning consistent with the family’s goals. It is a study of the legal, tax, financial and non-financial aspects of this process, covering topics such as trusts, wills, probate, advance directives, charitable giving, wealth transfers and related taxes.

Pre-requisite –

  • None

Required Course Resources –

  • Text:
  • Fontaine, Constance J. Fundamentals of Estate Planning (2014) 14th Edition. Bryn Mawr, PA: The American College Press

Course Learning Outcomes –

  1. Determine client estate planning needs and objectives, taking into account financial and non-financial (behavioral/ social/ emotional) aspects of estate planning.
  2. Describe demographics related to estate taxation, planning, inheritances and the effects of lack of estate planning.
  3. Estimate taxation and liquidity needs in various situations.
  4. Propose appropriate and efficient methods of wealth transfer.
  5. Recognize, analyze and evaluate family need for various estate documents, including, without limitation, wills trusts, powers of appointment and medical directives.
  6. Recommend appropriate life insurance arrangements, including, without limitaton, life insurance trust planning.
  7. Discuss the advantages and disadvantages of the probate system.
  8. Recommend appropriate titling of assets to meet estate planning and other objectives.
  9. Identify appropriate techniques for charitables giving during life and as part of an estate plan.
  10. Recommend estate planning techniques for various family types, multi-genrations, owners of closely-held businges and farm/ranchers.
  11. Recommend the most efficient plan for meeting the client’s objectives based on the family’s situation.
  12. Evaluate possible future changes in the client’s situation and legal/tax situation to provide forward-looking estate planning advice.

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