MFP 106 Estate Planning

This course is designed to teach students how to advise clients on optimal estate planning designs and techniques, including the proper uses of Wills and Trusts; identify Charitable gifting strategies, including taxation and control effects; Identify and discuss solutions to deficient Estate Plan, and their remedies; Discuss how Estate Plan are coordinated with other facets of financial planning, including Investments, Insurance and Retirement plans.

Credits

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