Course Catalog

ESTATE PLANNING

Study of various components of the estate planning process as they relate to the broader context of financial planning. Topics include the principles of the estate and gift taxation, trusts, property ownership, marital and charitable considerations, intrafamily transfers and postmortem planning. Emphasis is on the planning process, from data collection to recommendations of estate planning techniques. Advisory services, 36 NYS CPE credits

Some Title

Continuing Education Certificate Programs