Cupertino, CA, November 1, 2004

Kapil Bhatnagar of Carlton Pace Risk Management is serving as moderator for an eight week professional course on "Foundations of Estate Planning" for The American College and LUTC, Inc. (Life Underwriter Training Council). The course covers a range of topics pertaining to the problems and opportunities in estate planning. A partial list of specific areas covered is as follows:

• The purpose behind the federal wealth transfer taxes, the benefits of making lifetime taxable gifts, calculation of the taxable estate and the credits available to reduce estate taxes.
• Projecting the future value of estates, the impact of income taxes on estate assets and the human side of estate planning.
• Utilizing life insurance, beneficiary designations and settlement options to help meet estate planning goals.
• Strategies for reducing estate taxation and utilizing trusts to achieve estate planning goals.
• Estate Planning issues for the business owner and planning for an orderly transfer of business interests upon demise.
• Considerations in implementing an estate plan.
• Planning for the needs of children in estates and implementing ways of charitable giving to achieve estate planning goals.

The American College, is the nation’s oldest, largest and most prestigious distance learning institution devoted exclusively to financial services. On July 1, 2001, The American College joined with LUTC, Inc. to become the most complete educational resource available for financial services professionals

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