Estate Planning | T4225

This course is a survey of estate planning issues. We will analyze an estate from the beginning through the end of the process. We will examine fact gathering and the analysis of data; the psychological and ethical aspects of working with families at different phases of the estate plan; the members of the team (the attorney, the CPA, the life underwriter, the trust officer); life insurance and retirement planning in an estate and business planning context; planning with trusts; and the transfer of wealth and a closely held business interest from one generation to the next. We will also study ways to plan for future generations and domestic asset protection planning. Estate and Gift Taxation (TAX 4025) is a pre-requisite for the for this course. Fiduciary Income Taxation (TAX 4125) is a co-requisite or pre-requisite.

Prerequisites: N/A
Credit Hours: 2
ULW: This course does not satisfy the Upper Level Writing requirement (ULW)


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