Estate Planning Graduate Certificate

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Program Information

The graduate certificate in estate planning is a 12 unit program that provides practitioners with a broad-based education in the specialized field of estate planning. Designed and administered by attorneys and accountants who are estate planners, the courses in the certificate program will give students a solid foundation in federal tax law and relevant state law. Students will acquire the tools they need to advise clients on how to formulate, implement and revise estate plans. They will hone their skills on contemporary case studies, using the same legal documents they will encounter in practice. Our courses qualify for CPE (for California CPAs) and for CLE (for California attorneys).

Please refer to the Required Academic Progress and GPA Requirements for Graduation for Graduate Students. Please note that some courses taken as part of certificate programs will have prerequisites. These prerequisites must be satisfied (through transfer of equivalent coursework or through taking the courses at Golden Gate) before enrolling in the certificate courses. For further information, refer to Admission to Certificate Programs and Registering for Open Enrollment .

Graduate Certificate/Credential Proficiencies

Business Proficiency Requirement

Students admitted to this program are required to possess an understanding of U.S. business practices equivalent to BUS 201 Economic and Regulatory Essentials of U.S. Business . This requirement must be completed in your first term, and you must have completed this requirement no later than your first nine units at GGU. A grade of C- or better is required for BUS 201 Economic and Regulatory Essentials of U.S. Business . However, graduate students must maintain a 3.00 (B) cumulative grade point average to remain in good standing.

Graduate Writing Proficiency Requirement

Students admitted to this graduate certificate program must meet the graduate writing proficiency requirement within the first nine units of the program by successfully passing the Graduate Writing Proficiency Exam or by completing ENGL 201 Graduate Writing with a grade of B or better. See “Proficiency in Mathematics, English and Computer Skill Required for Certain Master’s Degrees and Certain Graduate Certificates ”.

Required Courses - 12 units

TA 325 Estate and Gift Taxation 3 unit(s)
TA 334 Estate Planning 3 unit(s)
TA 337 Individual Retirement Plans and Distributions 3 unit(s)
TA 344 Federal Income Taxation of Trusts and Estates 3 unit(s)