Syllabus

Week #1

Kick-Off Meeting
Live Session on Monday, May 8th at @1pm ET

Session 1: What is Estate Planning?
Instructors: TBD
Airing on Tuesday, May 9th @ 1 pm ET

Session 2:  Basic Estate Planning Documents
Instructors: TBD
Airing on Thursday, May 11th @ 1 pm ET

Week 1 Workshop
Live Session on Friday, May 12th @ 1 pm ET


Week #2

Session 3: Revocable Trusts
Instructor: TBD
Airing on Tuesday, May 16th @ 1 pm ET

Session 4: Planning with Trusts
Instructor: TBD
Airing on Thursday, May 18th @ 1 pm ET

Week 2 Workshop
Live Session on Friday, May 19th @ 1 pm ET


Week #3

Session 5: Planning for Spouses
Instructor: TBD
Airing on Tuesday, May 23rd @ 1 pm ET

Session 6: Planning for Descendants or Others
Instructors: TBD
Airing on Thursday, May 25th @ 1 pm ET

Week 3 Workshop
Live Session on Friday, May 26th @ 1 pm ET


Week #4

Session 7: Estate Planning During Lifetime
Instructors: TBD
Airing on Tuesday, May 30th @ 1 pm ET

Session 8: Introduction to Estate and Gift Tax
Instructors: TBD
Airing on Thursday, June 1st @ 1 pm ET

Week 4 Workshop
Live Session on Friday, June 2nd @ 1 pm ET

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