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Part-Time Instructor: Estate Planning

Recruitment Period

Open date: September 2nd, 2019

Last review date: Monday, Sep 16, 2019 at 11:59pm (Pacific Time)
Applications received after this date will be reviewed by the search committee if the position has not yet been filled.

Final date: Tuesday, Sep 1, 2020 at 11:59pm (Pacific Time)
Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.


The Division of Continuing Education (DCE) is a self-supporting unit within the University of California. Funding is generated through fees collected from a diverse, complex, and ever-changing student population. Part-time instructor positions are on a course by course contracted basis. This is NOT a faculty position.

This is pool recruitment for campus and online teaching positions that may become available in the Personal Financial Planning Certificate Program. We are seeking qualified instructors with current knowledge and work experience in the Estate Planning industry who can create an interactive and engaging learning environment for students.

For more detailed information about this certificate program and course descriptions, please visit

Course Title: Estate Planning
Course Description: Learn how to guide your clients in protecting and transferring their wealth. If you are a trust officer, attorney, life insurance underwriter or financial planner, this course gives you the fundamental background of what you need to know in proactively meeting your clients' estate planning needs. Gain an insider's grasp of tax objectives, wills and living trusts, the unlimited marital deduction while exploring the most concepts and methods relating to lifetime gifts and trusts, title to property, life insurance and annuities, business interest, post death tax and legal problems.
Course Learning Objectives
• Compare and contrast the most common types of titling property and select the most appropriate property transfer mechanism for a client’s situation.
• Recommend appropriate estate planning documents to meet a client’s goals and objectives and develop a strategy for managing incapacity.
• Determine when gifting strategies are appropriate and calculate the gift tax and income tax consequences of lifetime transfers to individuals and charities.
• Estimate federal estate tax liability, and determine the need for and sources of estate liquidity.
• Evaluate the most common forms of lifetime powers of appointment and ensure compliance with client’s goals and objectives.
• Define and describe the uses of revocable, irrevocable (including irrevocable life insurance trust), living and testamentary trusts, and determine when a qualified interest trust is needed and its relationship to the marital deduction.
• Recommend a plan that minimizes both income and estate taxes within the context of a client’s goals and objectives and identify the circumstances that trigger the generation skipping transfer tax.
• Recommend appropriate business transfer techniques.
• Define fiduciary duties and identify the parties that would be subject to it.
• Identify the most common income that may be classified as IRD including pay, interest, dividends and business income.
• Describe when an executor should elect to value estate assets using the alternative valuation date.
• Recommend strategies that can be implemented to help ensure the appropriate management and transfer of assets to same-sex, non-traditional and/or non-married partners.
Classes are held in a variety of formats: Daytime or evening on-ground, and online.
Specific Instructor Duties
• Develop and/or update course syllabi in consultation with the UCI Division of Continuing Education (DCE) Program Director as assigned and using approved syllabus template
• Prepare and deliver course materials and learning assessments in the assigned format (Evening, Daytime, Online, or Hybrid)
• Online instructors will prepare video recorded lectures and/or PowerPoint-style presentations with audio, forum discussions, and webinars, among other things
• Utilize the Canvas Learning Management System as the course support platform
• Communicate teaching objectives and specific learning outcomes to students, and clearly outline the grading policies for the course
• Evaluate student achievement of specific learning outcomes, and assign grades
• Post final student grades to the transcript system by set deadlines
• Respond to student questions and learning needs in a timely manner
• Handle student inquiries about final grades and consult with Director as needed
• Stay current regarding the professional body of knowledge in the field of practice
• Participate in required orientations and complete mandatory training programs by deadlines established by UC Irvine
• Complete required administrative tasks in a timely manner including: completing all hiring paperwork; submitting updated quarterly syllabi; posting bio and photo on the UCI DCE website; signing quarterly contract; ordering required texts; communicating AV and classroom needs
• Employ culturally competent teaching methodologies in the classroom inclusive of both domestic and international student populations
• Allow students to review their final exams/papers for up to 13 months following the last class session
• Use subject-matter expertise and leverage additional resources appropriately to enhance the curriculum (i.e.: make arrangements for guest speakers, etc.)
• Design interactive and motivational classroom activities to fully engage participants and to reinforce student learning
• Update materials periodically, and regularly monitor course evaluations in order to make adjustments and improvements to the curriculum

To apply for this position, please click this link:

Individuals hired to teach these courses must understand that all such agreements with the University are made on a course-by-course basis and that the Instructor will be made no guarantee of continual involvement with the University in any capacity.

The University of California, Irvine is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.

Job location

Irvine, CA and Online


Document requirements
  • Curriculum Vitae - Your most recently updated C.V.

  • Cover Letter (Optional)

Reference requirements
  • 4 required (contact information only)