|
Course Description: Fundamentals of the estate planning process, including estate settlement, estate and gift taxes, property ownership and transfer, and powers of appointment will be studied. Tools and techniques used in implementing an effective estate plan, ethical considerations in providing estate planning services, and new and emerging issues in the field will be explored. Case studies will provide experience in developing estate plans suitable for varied family forms.
Meeting Place and Times: This course is offered ONLINE.
Instructor(s): Ann Perkins.
Prerequisites: Students enrolled in the Family Financial Planning Program through the Great Plains Interactive Distance Education Alliance (GPIDEA) have first priority to enroll in the course. Students not enrolled in the program may register if room is available. To learn more about course requirements and availability contact Janine Hansen at jhansen@montana.edu or (406) 994-5240.
Cost: $1,290.00
Required Books/Materials: - Fundamentals of Estate Planning
Fontaine, Constance (ed.)
The American College
2006, Eleventh Edition
ISBN #-10: 1-932819-57-6 or -13: 978-1-932819-57-1
You may be able to purchase books from abebooks.com, textbooks.com, or amazon.com.
Computer Requirements: - Computer running Windows 2000 or newer or Mac OS X
or higher
- CD-ROM drive
- Internet access
For More Information: To learn more about the Family Financial Planning Program visit our website www.montana.edu/montanagpidea or contact Ann Perkins at ann.perkins@montana.edu.
How to Register: Register Online
Register Online
|
