TransfermaticEACT at Saddleback College

    EACT 504 - ESTATE PLANNING (EI)

    Recent Professors
    T. Murphy
    Recent Semesters
    Spring 2027, Fall 2026, Spring 2026, Fall 2025, Spring 2025
    Class Size
    100–200 students
    Credits
    0
    Spring 2027 Sections
    View Spring 2027 sections of EACT 504
    Transfers To
    Not transferable
    Description
    Examines financial and estate planning matters. Topics may include probate estates, trusts, wills, property transfers, marital property, advance directives, powers of attorney, elder law, tax implications, and charitable gifts. Current information can include the California Probate Code, community property versus joint tenancy, and creation of investment models and wills. The student will learn personal financial planning, changes in estate and income tax law, money management and investment strategies. Primarily for the older adult.
    Usually Held
    Tue 6:00pm–7:50pm