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