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DePaul University

Estate Planning — Financial Planning Certificate Program (Module 5)

Oct 2—Dec 18, 2019
11 daysModules info
Chicago, Illinois, United States
USD 900
USD 81 per day

How it works


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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.


  • 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)



  • Property ownership/estate planning process and goals
  • Methods of estate transfer at death
  • Federal estate tax
  • Federal gift tax
  • Estate planning issues related to generation-skipping transfer tax and income tax
  • Methods of estate transfer during life
  • Liquidity planning and postmortem actions
  • Estate planning for special situations:

    • Incapacity
    • Family arrangements
    • Selecting fiduciaries

Who should attend

The Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.


In her thirty-plus year career as a financial educator, Carla Gordon, CFP®, MSFS has enabled thousands of candidates to pass rigorous licensing and designation examinations including the Certified Financial Planner (CFP® ) Examination. As an exam instructor, Carla is known for her ability to simp...


Detailed Description
Detailed Description

Next dates

Oct 2—Dec 18, 2019
11 daysModules info
Chicago, Illinois, United States
USD 900
USD 81 per day

How it works

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