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

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