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Course Description

While a will is an essential tool, it represents only one piece of a complete estate plan. A well-rounded plan should protect your family, your assets and your intentions — both during your lifetime and after. This course provides an overview of the primary elements of estate planning using practical examples. Topics include wills, health care and financial powers of attorney, guardianship, revocable and irrevocable trusts, HIPAA authorizations, living wills, and the role of an executor and trustee. The course explains the function of each estate planning document and how they work together. It also introduces general considerations related to probate and asset distribution, including how certain planning tools may be used to manage the transfer of assets and administrative responsibilities.

Applies Towards the Following Certificates

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Section Title
Introduction to Estate Planning w/ Dan Baron (Fall 2026-West)
Type
Discussion/Lecture
Days
F
Time
11:00AM to 11:50AM
Dates
Sep 25, 2026 to Nov 13, 2026
Schedule and Location
View Details
Contact Hours
5.8
Location
Delivery Options
In Class/In Person  
Course Fee(s)
Encore Fee non-credit $0.00