(FALL 2009)

An elective course in the Certificate Program in Personal Financial Planning.
This course is designed for financial planners, accountants, attorneys, insurance agents, and trust officers who want to improve their skills and ability to serve their clients. This course is a "hands-on" experience using hypothetical client factual circumstances, with changing factual patterns, raising issues to which the planner must respond with the appropriate estate planning tool. Those tools, legal estate planning documents, will be extensively reviewed and analyzed. Alternative paragraphs and provisions of documents will also be used to accomplish certain other estate planning goals. Legal and practical guidance will be given to help the student understand how certain concepts are implemented. Early registration recommended. Suggested prerequisite: Mgmt X433, Survey of Personal Financial Planning; Mgmt X433.7, Insurance Risk Management; and Mgmt X433.9, Estate Planning. Eligible participants will earn up to 30 hours of general MCLE credit. Credit hours are based on attendance.

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.