This course is designed to familiarize students with the principles and fundamentals of the estate planning process for individuals and families, as well as the various strategies and techniques available for generating a constructive estate plan. Course topics will include: gift, estate and generation-skipping transfer taxes coupled with planning techniques to minimize taxes on wealth transfers; strategies to transfer property, real and personal; non-tax characteristics of estate planning, including, probate, estate administration, and property ownership; and estate planning documentation.
Units
3
Course Terms