Syllabus
Week #1
Kick-Off Meeting
Tentative Schedule
Live Session on Monday, March 6th at @1pm ET
Session 1: What is Estate Planning?
Instructors: TBD
Tentative Schedule
Airing on Tuesday, March 7th @ 1 pm ET
Session 2: Basic Estate Planning Documents
Instructors: TBD
Tentative Schedule
Airing on Thursday, March 9th @ 1 pm ET
Recap of Sessions 1 & 2
Tentative Schedule
Live Session on Friday, March 10 @ 1 pm ET
Week #2
Session 3: Revocable Trusts
Instructor: TBD
Tentative Schedule
Airing on Tuesday, March 14th @ 1 pm ET
Session 4: Planning with Trusts
Instructor: TBD
Tentative Schedule
Airing on Thursday, March 16th @ 1 pm ET
Recap of Sessions 3 & 4
Tentative Schedule
Live Session on Friday, March 17th @ 1 pm ET
Week #3
Session 5: Planning for Spouses
Instructor: TBD
Tentative Schedule
Airing on Tuesday, March 21st @ 1 pm ET
Session 6: Planning for Descendants or Others
Instructors: TBD
Tentative Schedule
Airing on Thursday, March 23rd @ 1 pm ET
Recap of Sessions 5 & 6
Tentative Schedule
Live Session on Friday, March 24th @ 1 pm ET
Week #4
Session 7: Estate Planning During Lifetime
Instructors: TBD
Tentative Schedule
Airing on Tuesday, March 28th @ 1 pm ET
Session 8: Introduction to Estate and Gift Tax
Instructors: TBD
Tentative Schedule
Airing on Thursday, March 30th @ 1 pm ET
Recap of Sessions 7 & 8
Tentative Schedule
Live Session on Friday, March 31 @ 1 pm ET