(WINTER 2010)

A required course in the Certificate Program in Personal Financial Planning.
Learn how to guide your clients in protecting and transferring their wealth. If you are a trust officer, attorney, life insurance underwriter or financial planner, this course gives you the fundamental background of what you need to know in proactively meeting your clients' estate planning needs. Gain an insider's grasp of tax objectives, wills and living trusts, the unlimited marital deduction and saving the "second tax," while exploring the most advanced concepts and methods relating to lifetime gifts and trusts, holding title to property, life insurance and annuities, business interest, post-death tax and legal problems. You will also update your knowledge by reviewing recent tax law changes. Prerequisite: Mgmt X433, Survey of Personal Financial Planning. This course is approved for 30 hours of Continuing Education units from the California Department of Insurance (CDI). Students taking this course will only receive CDI credit once during the two-year license renewal period. To receive CDI credit, students must sign weekly CDI forms. University of California, Irvine Extension is a State Bar of California approved MCLE provider (provider number 2560). Eligible participants will earn up to 36 hours of general MCLE credit based on attendance. To verify attendance and calculate eligible hours, students must sign weekly MCLE forms. This course is required to sit for the CFP Examination. See enrollment confirmation for instructions to access course materials online. Please bring each week's curriculum to the class meetings.

James K. Leese, M.S., J.D., is a partner in the Law Firm of Ferruzzo & Ferruzzo, LLP in Newport Beach. He is an attorney who is a Certified Estate Planning, Trust & Probate Law Specialist. He contributed to the estate planning text, "Estate Planning and Taxation," and is the author of the textbook used for this class.