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Course Catalog > Computers, Finance, & Private Instruction > Finance and Real Estate

Introduction to Estate Planning: Wills, Trusts, and Taxes  

No matter your net worth or family situation, having an estate plan can be beneficial to you. It can protect your assets, reduce fees, keep your family out of court, and minimize estate taxes. In this class, we will walk through the documents that make up an estate plan and learn about wills, trusts, health care proxies, and powers of attorney. We will also discuss what probate is, what steps have to go through probate, and the process of how an estate is settled after someone dies. Lastly, we will review federal and state taxation as it pertains to your estate, as well as income tax and capital gains considerations for beneficiaries. You will leave with strategies of how to put your own estate plan together. Students of all ages, all manner of assets, and all levels of financial experience are welcome.


Introduction to Estate Planning: Wills, Trusts, and Taxes 

Instructor: William Lane, Liz Newton Day of the Week: Tu
Dates: 5/18/2021 - 5/25/2021 Number of Sessions: 2
Time: 6:00 PM - 7:30 PM Tuition: $48.00
Location: Online Course,   Room: Online Course, , MA



Classes will not be in session

Monday, January 18, 2021 (Martin Luther King Jr. Day)
Monday – Saturday, February 15-20, 2021 (February Vacation)
Monday – Saturday, April 19-24, 2021 (April Vacation)

Contact Us

Administrative Office: 2 Clark Road, Brookline, MA 02445
Brookline High School (Evenings and Saturday): 115 Greenough Street, Brookline, MA 02445
Mailing Address: P.O. Box 150, Brookline, MA 02446
Email: bacep@psbma.org
Telephone: 617-730-2700
Fax: 617-730-2674

Hours & Locations

2 Clark Road, Brookline 02445
– Monday-Friday: 8:30am – 4:30 pm
Brookline High
– Monday-Thursday: 4:30pm – 9:30pm and
Saturday: 8:30am – 2:00pm
Please note: hours may change during the summer and holiday/vacation weeks.

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