Estate PlanningClass Term:
Spring Term 2021-2022Catalog Number:
2 (2 Contact, 0 Field)Priority:
Limited Enrollment - 3rd Year PriorityFull Year Course:
There will be a take-home exam.
The knowledge gained from prerequisite courses in Estates and Trusts, Federal Income Taxation and Estate and Gift Tax Strategies will be brought together and applied toward solving realistic estate planning problems. Classroom instruction will review the ways in which wealth is passed at or in contemplation of death and the personal, tax and estate issues involved. Estate administration issues will be introduced to reveal how the administration process may be affected by the foresight of the estate planner. In addition, ethical considerations which arise in an estate planning practice will be discussed.