Protecting Family Wealth: Insurance and Estate Planning
Professional Education

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. Meets with FCS 5540 and FCS 554.

Questions? Call Professional Education at 801-585-1780 or use our online form.

Class Sections For Protecting Family Wealth: Insurance and Estate Planning (PEPEC 554)

Spring 2019 Section 90

Type: Online
FAQ: Please call 801-585-1780
Tuition: $700.00

Instructor: HEATHER SPENCER

Note: This course is specifically for students pursuing the Professional Certificate in Financial Planning (non-credit). Students not seeking the certificate should register for FCS 554. See https://continue.utah.edu/proed for more information about the non-credit micro-certificate.

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Questions? Call Professional Education at 801-585-1780 or use our online form.

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For more information about our Veterans/Military Programs, please contact us at proed@continue.utah.edu or 801-585-1780.