Estate Planning and Drafting

608

Credits:
2
Instructor(s):

This course presents an overview of estate planning for individuals and focuses particularly on lifetime and death tax consequences to members of a family.

Coverage includes estate, gift, corporate, partnership and individual tax issues. Issues regarding life insurance, trusts, wills, family transactions, investment analysis and other financial considerations are also discussed.

Prerequisite: Wills & Trusts (360).