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Course Information |
| Section Id | : FI 426 | |||
| Name | : Estate Planning | |||
| Program | : Information Technology | |||
| Program Detail | : Introduces estate planning tools and strategies to assist a client in developing, maintaining and transferring his/her wealth consistent with objectives. Topics include professional role differentiation between financial advisers, CPAs, and estate-planning attorneys; writing disclaimers in a financial plan; gift and estate taxation; ownership of personal and real property issues; wills; letter of last instructions; trusts; trustees/personal representatives and their fiduciary responsibilities; probate strategies; implications for individuals; general/limited partnerships; closely held businesses; corporations; life insurance funding; post-mortem planning; creative estate planning strategies consistent with client goals and values; charitable giving strategies; California estate planning issues; and how to implement and monitor the estate plan. Satisfies part of the educational requirements to sit for the CFP examination. Prerequisite: FI 420. | |||
| Prerequisite | : | |||
| Course Level | : Online Undergraduate Courses | |||
| Course URL | : http://www.ggu.e...seSectionId=9234 | |||
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| College and University Contacts and Details |
| Name | : Golden Gate University | ||
| Online Distance Education Page | : http://cyber...pus.ggu.edu/ | ||
| College/University Main Page | : http://www.ggu.edu/ | ||
| Street Address | : 536 Mission St. | ||
| City | : San Francisco | State | : California |
| Zip | : 94105-2968 | Country | : United States of America |
| : info@ggu.edu | |||
| Phone | : 800-448-4968 | Fax | : 415-442-7807 |
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| Short Profile |
| Golden Gate University was founded as the night school arm of the San Francisco YMCA in 1853. It is located in downtown San Francisco, California at 536 Mission St, with satellite locations around the San Francisco Bay Area, in Los Angeles, California and Seattle, Washington. GGU is the fifth largest private university in California. | |||
| Click here to find out more about Golden Gate University. | |||
| The description is originally published on Wikipedia; it is available under the terms of the GNU Free Document License. | |||
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