Estates, Trusts, and Planning
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Overview
Subject area
TAX
Catalog Number
9870
Course Title
Estates, Trusts, and Planning
Department(s)
Description
The federal transfer tax (estate and gift tax) and income taxation of estates and trusts. The marital deduction, lifetime gifts, the use of trusts, the selection of trustees, valuation problems, apportioning the tax burden, the charitable deduction, deferred compensation plans, and life insurance, including the study of the factors to be considered in planning an estate.
Typically Offered
Fall, Spring, Summer
Academic Career
Graduate
Liberal Arts
No
Credits
Minimum Units
3
Maximum Units
3
Academic Progress Units
3
Repeat For Credit
No
Components
Name
Lecture
Hours
3
Requisites
025680