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Estate Planning

X433.2 (2 semester units in Business Administration)

2 CE units for life agents--LX

A requirement in the Professional Sequence in Personal Financial Planning and an elective in the Professional Sequence in Wealth Management

This course provides in-depth study of the tax-oriented decisions and personal considerations that constitute an effective estate plan. Topics include the federal estate gift tax structure and application; basic documents in estate planning; gifts to reduce income and estate taxes; charitable giving; and specialized planning for the executive, the business entrepreneur, and the wealthy. Enrollment is limited.

Prerequisites: See the Professional Sequence in Personal Financial Planning.

There are currently no sections open for enrollment.

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Sections closed for enrollment

Tues. June 2, San Francisco

RALPH HOCHSTEIN, J.D., is an independent consultant to the financial services industry. He served as vice president of personal trust for American Express Financial Advisors. He has also worked with estates and corporations. He holds a bachelor's degree from Syracuse University and a law degree from Georgetown University Law Center.

• 10 meetings
• June 2 to Aug. 4: Tues., 6-9 pm
• San Francisco: Room 801, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
• $730 (EDP 315267)

Mon. Sept. 21, San Francisco

RALPH HOCHSTEIN, J.D., is an independent consultant to the financial services industry. He served as vice president of personal trust for American Express Financial Advisors. He has also worked with estates and corporations. He holds a bachelor's degree from Syracuse University and a law degree from Georgetown University Law Center.

• 10 meetings
• Sept. 21 to Nov. 23: Mon., 6-9 pm
• San Francisco: Room 805, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
• $750 (EDP 311563)

Sun. Oct. 4, San Francisco

CAROLYN COLLINS, B.A., J.D., is an estate planning attorneyand financial planner in private practice in Oakland. She received a certificate for the CFP® Program from the College for Financial Planning in Denver, her J.D. from University of California, Berkeley (Boalt Hall), and her B.A. from Mills College in Oakland.

NOTE: This class is closed. For information about related courses, contact your academic department.

• $750 (EDP 321729)

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