Estate Planning

DePaul University

How long?

  • 11 weeks
  • online

What are the topics?

DePaul University

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About the course

Estate Planning provides an introduction to estate planning challenges, techniques and taxation. You’ll learn about wills, intestacy and tax consequences of estate planning techniques.

This 11-week course is the fifth module in the Financial Planning Certificate Program and is offered throughout the year on DePaul's Loop campus and online.

Topics

  • Methods of property transfer at death
  • Estate planning documents
  • Gifting strategies
  • Gift taxation and compliance
  • Incapacity planning
  • Estate tax calculation and compliance
  • Satisfying liquidity needs
  • Powers of appointment
  • Types, features and taxation of trusts
  • Qualified interest trusts
  • Charitable giving
  • Use of life insurance in estate planning
  • Valuation issues
  • Marital deduction
  • Deferral and minimization of estate taxes
  • Intra-family and other business transfer techniques
  • Disposition of estate
  • Generation-Skipping Transfer Tax (GSTT)
  • Fiduciary responsibilities
  • Income in Respect of a Decedent (IRD)

Experts

Howard L. Sorkin

Howard L. Sorkin started his career in financial services in 1972 as an independent insurance broker, became a registered stockbroker, and in 1974, joined the Mid-America Commodity Exchange. In 1977, he joined the Chicago Board of Trade as an Associate Member in the emerging financial futures mar...

Videos and materials

Estate Planning at DePaul University

From  $900

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.