NOTICE: Continuing Ed is open and waiting to hear from you. All staff are working remotely until January 11 and our physical office at 540 Arapeen is closed, but please give us a call at 801.581.6461 if you need immediate assistance.
The course in estate planning focuses on the efficient conservation and transfer of wealth, consistent with the client's goals. It is a study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes.
This noncredit class meets with a regular University of Utah credit course.
Class Sections For Protecting Family Wealth: Insurance and Estate Planning (FCS 554)
Spring 2021 Section 90, Starting on: 01/19/2021
Students wishing to take this class as part of the non-credit Professional Certificate in Financial Planning should register for PEPEC 554-90. Find out more at https://continue.utah.edu/proed/academy/certificate/financial-planning-certificate. This is an online course, which does not have a specific meeting time or location throughout the semester.Â For additional information, please visit https://online.utah.edu/about-online-learning/