Course Detail: ESTATE - Estate Planning

This course will teach you how to create a simple estate plan. You will be given information on particulars of estate planning such as how-to properly plan for the future distribution of your assets, how to establish a power of attorney, create a Will in Testament and prepare a Living Will. This course will also cover trust funds, how best to incorporate charitable giving into your plan and how-to take proper inventory of the assets you have now.

Course Pre-requisites
(optional) Financial Planning
(required) OLLI Membership

 Session Information: 25SP-ESTATE-01F (6 seats (60%) remaining)

Schedule: Every week on Wednesday, starting on 05/28/25 and ending on 08/13/25
Times: 09:00am-11:00am EDT

Bulletin

please dress in layers as room temperatures vary

Instructors

Name Additional Resources
Doug Leupen

Facility Detail

NC State Campus
Biltmore Hall, Rm 123
1889 Western Blvd
Raleigh, NC 27603

Facility Resources
Map of Campus
Directions

Biltmore Hall, Rm 123

Cancellation Policy

A cancellation charge of 10.00% will be assessed on cancellations occurring within 7 days of the start of this session.