TAX-868

Course Number

TAX-868

Course Name

Estate Planning Techniques

Course Credits

3.00-

Description

’Topics covered include use of living trusts, joint owenership, life insurance, charitable dispositions, inter vivos gifts, and the marital deduction. Problem areas discussed include the valuation and disposition of closely held businesses. Students participate in class discussions and are required to submit a written estate plan for a hypothetical client. Prerequisites: TAX 801 and TAX 861. Credits: 3’


	TAX-868 Course Number TAX-868 Course Name Estate Planning Techniques Course Credits 3.00- Description ’Topics covered include use of living trusts, joint owenership, life insurance, charitable dispositions, inter vivos gifts, and the marital deduction. Problem areas discussed include the valuation and disposition of closely held businesses. Students participate in class discussions and are required to submit a written estate plan for a hypothetical client. Prerequisites: TAX 801 and TAX 861. Credits: 3’