Learn what all accountants, trust officers, attorneys, life insurance underwriters and financial planners need to know to solve estate planning problems. Examine tax objectives, business interests, the unlimited marital deduction and saving the "second tax." Acquire the knowledge to advise on holding title to property, lifetime gifts and trusts, wills and living trusts, life insurance and annuities and post-death tax and legal problems. Review recent tax law changes.
There is a reading assignment due for the first class meeting: Chapters 1, 2 and 3.
Fundamentals of Personal Financial Planning, Income Taxation in Personal Financial Planning, Principles of Financial Analysis, or Quantitative Tools for Personal Financial Planning
This course is not currently scheduled.
Please notify me the next time this course is offered.