MGMT X 439.3

This course is part of the PFP Evening/Online program and is designed to teach students to solve estate planning problems including a review of the impacts of recent tax law changes.

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Typically Available

Fall

Winter

Spring

Summer

Duration

As few as 11 weeks

Units

4.0

Current Formats

Hybrid

Cost

Starting at $905.00

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What you can learn.

Learn how to work with a client to determine their needs, goals, and objectives

Understand which estate planning tools will help them best achieve these needs, goals, and objectives

Discuss with others in the course how to explain these estate planning tools to clients

About This Course

This course is designed to aid accountants, trust officers, attorneys, life insurance underwriters and financial planners in solving estate planning problems. Topics include tax objectives, wills and living trusts, the unlimited marital deduction, saving the "second tax," holding title to property, lifetime gifts and trusts, life insurance and annuities, employee benefit plans, business interests and post-death problems. Recent tax law changes are also covered.

Winter 2026 Schedule

Date

Details

Format

January 5 - March 16

Monday 6:30PM - 9:30PM PT

Instructor:

Jonathan Panossian

REG#

406230

Fee:

$905.00

Hybrid

UCLA Extension Lindbrook Center in Westwood

Remote Classroom

Updating...

Notes

Visitors not permitted. Materials required. Internet access required.

This section is made up of in person and online instruction.

International Students: This section is considered in person for immigration purposes.

Deadline

Refunds only available from November 03, 2025 to January 18, 2026

Course Requirements

Book: Estate Planning (13th Edition) by Dalton

Money Education

ISBN 9781946711007

Course syllabus not yet available.

Schedule

Type

Date

Time

Location

Lecture

Mon Jan 5, 2026

6:30PM PT - 9:30PM PT