Estate Planning, Advanced (8300)

Explores all areas necessary to the development of a competent estate planner, including applicable income; gift, estate, and generation-skipping transfer tax laws; property law concepts, planning strategies, drafting techniques, and the psychological and ethical aspects of estate planning. Among other topics, this course explores the many uses of the irrevocable lifetime transfers, issues involving the use of life insurance in estate and business planning, planning for distributions under qualified retirement plans, individual retirement accounts, and nonqualified deferred compensation plans, strategies for charitable giving, the use of family limited partnerships and limited liability companies, post-mortem estate planning, business succession planning and valuation discounts, asset protection planning and important ethics, malpractice and professionalism concerns.

Grading: Students prepare estate planning memoranda based on a hypothetical set of facts.

Prerequisite(s): Estate Planning

Credits: 2

Offered: e/o Spring

Skills: Advanced Classes

Subject Areas:
Estates:: edit ::

Taught by: Dennis M. Patrick Randall W. Sayers

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